Our Advanced package provides all of the features from our Essentials service, but also includes support for any additional self employment or employment which you may have, as well as preparation of your SA302 Tax Calculation, and submission of your tax return direct to HMRC.
MalgraBooks Advanced
Key Features
Secure Cloud Accounts
Access your cloud based accounts anywhere you are - and add your expenses and income as you go.
Tax Return Submission
At the end of the financial year, we'll prepare your SA302 Tax Summary and SA100 Tax Return ready to be sent to HMRC electronically.
Quarterly Reports
See how your self employed business is performing with powerful reports each quarter
Help & Support
Get help from our team with queries by email, regular webinars and even live chat!
We're ready for MTD!
Our Advanced Package is Making Tax Digital ready. Our team will help to prepare your quarterly figures and submit directly to HMRC once the new rules come into play.
Frequently Asked Questions
What information do you need to run my accounts?
For our MalgraBooks Advanced package, you’ll be provided with a digital cloud spreadsheet to input your income and expenses on a monthly basis.
Specifically, the spreadsheet allows for monthly data entry of your Plan For Success (PFS) Document, any expenses incurred during the month, any mileage and additional income such as shop sales or inter-consultant income.
The spreadsheet then provides a monthly and quarterly report.
Can I tell you about other employment/self employment?
Yes – on our Advanced Package, you can provide information of additional self employment (we’ll provide a different but still easy to use document) to register your income and expenses for this additional role.
For employment, we’ll need a copy of your P45 / P60 at the end of the financial year – this is for when we prepare and submit your tax return on your behalf.
Is the spreadsheet easy to use?
We’ve made our spreadsheets even easier to use, based on feedback from our customers.
We’ll also be running regular webinars to help you complete your document – and also have numerous articles explaining how to use the system.
When you join MalgraBooks, you’ll receive a copy of our help guide in the post – it’s a step by step instruction manual to help you get up and going fast!
Is this ready for Making Tax Digital (MTD)?
We’ve invested in our systems over the past few years to provide more features than ever before – and we’re ready for MTD.
At the end of the quarter, you’ll be prompted to check your final figures before they’re submitted electronically to HMRC to comply with the MTD service.
Can you submit my tax return?
As part of our advanced package, 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 client, we’ll then prepare the SA100 Tax Return – and once confirmed, we’ll submit electronically to HMRC on your behalf.
What if I need help?
You can contact our team directly by email or through our regular webinars.
We’ve also a live chat feature on most pages where you can speak with a member of our UK Based Team.
Can I pay monthly for my package?
For the current financial year, you can pay by recurring credit/debit card over 6 payments for any MalgraBooks service.
I have a question not answered here!
Please contact our team, either through the bubble at the bottom of the screen, or through the Contact page at the top of our website.