Phoenix Bookkeeping

30/04/2026

07/04/2026

Our next branch event is on the 11th of May '26 and we are focusing on 'Starting or Advancing you accountancy career with AAT'. If you know of anyone considering a career in accountancy, whether from leaving school or college or branching into a new career later in life then attending this FREE event is a a great place to start. Likewise, this event is also ideal for those looking to develop further and find out what their next step could be in their accountancy career.
We will have leading local training providers on hand to answer questions. Our presenters will also all bring their own story of how and when they started on their accountancy journey.
Please note at the beginning of this event we will have a short AGM.

02/04/2026

Happy Easter everyone! The office is closed Friday through to Wednesday due to the bank holiday and a University visit. The office will reopen on Thursday 9 April.

Have a good weekend. 🐰🐣🐥🥚

07/02/2026

This is the first year in a long time, that the last vat returns were filed a day before the deadline. 7 Feb is usually the last day of a very long period of work from 2 Jan to 7 Feb without a day off.

Today however, there is "nothing to do". I say that in jest because all the admin stuff gets pushed aside until after 7 Feb. Now it's time to tidy up the spreadsheets and the Engager practice management software to make sure it is all ready for the next tax year.

Also... MTD is approaching. We will be in contact with anyone affected and there will be a separate post about MTD.

This year I had tighter deadlines for the tax returns and I stuck to them. Anything that came in during January won't be started until next week.

We will be sending out automatic reminders this year until the work comes in. Look out for those as they should land in your inbox during April. That email will advise you of the deadline (31 Oct 26)

30/01/2026

Almost there with the tax returns! Just waiting on a few clients to sign theirs via the portal and working on a couple of jobs still.

26/01/2026

This year and last year. It's looking much better. Most of the Open returns are waiting for queries to be dealt with by us or clients so the the returns can be sent out. The end is in sight...

05/01/2026

Ways to pay your tax bill, which is due by 31 January 2026. The reference number to use is your UTR with a K on the end of it.

Payment options for your Self Assessment tax bill - Direct Debit, bank transfer, through your tax code, debit or credit card, cheque and pay weekly or monthly

08/11/2025

We are now into our busiest period and work is done strictly in the order that it comes in. We had a lot of work arrive in November, after the deadline of 31 October had passed.

We will not be accepting any paperwork after Friday 19 December to meet the January deadline. If anything does come in after then, we will try our best but cannot guarantee that the work will be done in time and you will incur a £100 penalty from HMRC.

The office closes on Monday 23 December and will reopen on Monday 5 January 2026.

08/11/2025

Join us for a FREE morning seminar hosted by Brewer Harding & Rowe’s Litigation Department.

📅 Thursday 20 November 2025
🕙 10:00am – 1:00pm
📍 Park Hotel, Barnstaple
💼 Cost: Free (but spaces are limited!)

We’ll be covering the latest legal updates affecting the rental sector, including:

🔑 The Renters’ Rights Bill – what’s changing & when

🔑 Selling tenanted properties – how to seek possession

🔑 Managing rent arrears – practical strategies

🔑 Unlawful eviction – lessons from a recent case

🔑 The Equality Act – compliance tips for landlords

🔑 Who can conduct litigation? – insights from a key case

🔑 Whether you manage one property or many, this is your chance to stay ahead of upcoming legal reforms and get answers to your pressing questions.

Book your free place now – [email protected]

TAG a landlord or agent who needs to see this!

20/10/2025

Phoenix Bookkeeping is closed on Tuesday 21 October, while we attend the Xero Roadshow in Exeter.

17/07/2025

MTD ITSA starts in April 2026, with the first quarterly filings being due on 7 August 2026. Initially this is only for Sole Traders and Landlords with turnover of over £50K. If you meet the threshold then HMRC will send you a letter. Clients will be required to file their figures quarterly, with one final 5th filing taking the place of the tax return.

For us to be able to file quarterly, we will need clients to be connected to software and we will be using Xero Simple, which costs £8.40 per month currently. We will also need paperwork to be dropped off more regularly. Your business bank account will be connected to the software, and if you do not have a separate account for your business, then you should now open one in preparation for next year. The turnover threshold will be reduced to £30K in April 2027, bringing more people into MTD ITSA.

If we are only your bookkeeper and you have a separate accountant for tax returns, then they will be responsible for the 5th filing and we will file the quarterly ones.

If you have any queries, then give me a call.