TolleyProactive Pre Year End Tax Planner for Companies has been designed to help you prepare a report, internal actions and recommendations for the most common questions and objectives that companies have, and which can be undertaken by a company prior to its year end. These include:
- Purchasing assets prior to year end for additional capital allowance claims
- Making pensions payments before the year end
- Clearing overdrawn directors’ loan accounts
By having access to this information you are able to become more proactive with your clients and add value to the service you provide them, so your clients receive a more complete accounting service from you.
The opportunity
Meeting with your clients before the year end allows you to discuss potential issues arising from the preparation of the accounts, and to identify any opportunities for planning before it is too late!
Added value
-
The guidance will allow you to tailor reports and action plans for each of your clients.
-
You enhance your relationship with your client by adding value and offering an exceptional service.
|
Download Pre Year End Tax Planner opportunity brief for free for more information |
Benefits of the service
- Bespoke action plan to soft sell extra services to clients.
- Improved customer satisfaction when clients notice your proactive approach
- All the tools and documents required to implement a streamlined process
- Tax savings calculator that makes impressing the client a breeze
How to buy
Click here to find out more about pricing or purchase the Pre Year End Tax Planner for Companies application.
