Download Operating Manual

Transcript
Spreadsheet for planning the optimum
Combination of dividend and salaries
For company participators
For the years 2013/14 and 2014/15
Operating Manual – Contents
Overview
Log in to your account at the Sorpaid Shop
Expiry and renewal details
Frequently asked Questions and news of updates
On line operating manual and the manual on disk
Installation
Conventions used in the templates
How to use the template
Limitations and parameters
Carry Forward of data from one year to the next
Changing parameters following legislative changes and changes in allowances and bands
Support from SORPaid and annual maintenance charges
Notifying SORPaid of errors, improvements, enhancements and suggestions
About SORPaid and Peter Brown & Co
Appendix 1 – Other general practice products and services from SORPAID
Appendix 1 – Other charity based products and services from SORPAID
Appendix 2 Blank
Appendix 3 - Known conflicts and problems
Terms and conditions of the use of the templates
NOTE – it is important that the tax parameters are kept up to date with current
legislation.
See also the bundle of documents, minutes and other formal requirements required to
validate your planning and protect your from HMRC challenges - click here