Frequently asked questions.
Some of the commonly asked questions are below, but if you can’t find the answer you need, get in touch.
General Questions
Account queries and more..
For Essentials and Advanced packages, you can run your own accounts through our software directly from your client portal.
For Premium, your files / documents can be submitted electronically, either through our simple Secure Customer Area, or alternatively through a dedicated email address. We’ll provide details of how to access these when we create your account.
MalgraBooks Essentials: You can log items directly into your personal dedicated spreadsheet.
MalgraBooks Advanced: You can log items directly into your personal dedicated spreadsheet. Our team will also prepare your final annual accounts at the end of the year, and will submit your annual Self Assessment Return on your behalf.
MalgraBooks Premium: Our team will provide you with a personalised monthly form to log your income and expenses. For your PFS Document, you simply need to send us your Monthly summary. Each month, you’ll receive an email asking for you to provide your information to our team – once uploaded, the file will be available in your cloud storage area within 48 hours, and the details provided to our teams to run your financial accounts. Our team will also prepare your final annual accounts, and will submit your annual Self Assessment Return on your behalf.
Yes, where availability allows, you can upgrade your package within your client dashboard, or by contacting our team.
MalgraBooks services are designed for the UK HM Revenue and Customs tax regime, therefore are not suitable or compatible with the Irish Tax and Customs (Revenue) or the Cypriot Tax System.
As part of our Advanced and Premium Packages, we’ll prepare your final SA302 Tax Summary and Calculation document showing the total amount of income and expenses for the year. Once approved by the member, we’ll then prepare the SA100 Tax Return – and once confirmed, we’ll submit electronically to HMRC on your behalf.
Yes, we have invested in our systems and processes ready to support with the introduction of Making Tax Digital (MTD). You can find out more on our dedicated Making Tax Digital information page.
Package Pricing
Common questions about our value added pricing
Our managed packages are priced on annual payments, however monthly instalment payments can be setup for the current financial year. These payments can be split across 6 months – details are provided on the individual packages pages.
Our packages run to the HMRC Financial Year, from 6 April – 5 April the following year. If you start or end your consultant role mid year, we can pro-rata our Advanced and Premium packages you, subject to a minimum 4 month period. You can find out more about Pro-Rata Pricing on our dedicated page.
Prices include VAT at the relevant standard rate.
