Frequently asked questions
How do I send information to MalgraBooks?
To run your business accounts, you’ll need to provide details of your income and expenses to MalgraBooks. This can be done in a number of ways, depending on the package you choose.
All customers can submit their details 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.
You can learn more on How MalgraBooks Works
What type of information do I need to send?
Our team will provide you with a personalised monthly spreadsheet 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.
On our Premium Package, you can view your annual income / expenses using the spreadsheet provided, and we’ll also provide a monthly report detailing your business progress.
Our team will also prepare your final annual accounts, and will submit your annual Self Assessment Return on your behalf.
Payment of services (Annual Payments, Direct Debits)
Our main packages are priced on annual payments, however monthly Direct Debit 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.
What if I don’t need the full financial year?
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 Standard and Premium packages you, subject to a minimum 4 month period.
Simply contact us and we’ll be happy to quote you accordingly.
Do your prices include VAT?
Prices include VAT at the relevant standard rate.
Payments are processed by PayPal, GoCardless Direct Debit or Bank Transfer
Question not answered?
Contact our friendly UK Based team who will be pleased to help