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The Process

At RW Accountancy Solutions Ltd, Making Tax Digital (MTD) is at the heart of all that we do.

Our process starts with high quality bookkeeping and record keeping, allowing us to accurately collect your data, using the full potential of technology. The result is valuable business information and up to date electronic records.

We know how valuable your time is so we will always strive for the minimum of input required by yourself, but your part in this journey is hugely important.

Our process will be carefully implemented into your business with appropriate training to ensure you stand every chance of protecting your free time and your sanity. Remember, we are here all the way for you.

All we ask is that you are willing to undertake these four basic steps:

Step 1

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Use your dedicated business bank account - pay suppliers electronically or by debit card and receive payments directly into your bank account. If a customer pays you in cash for an invoice, please drop us a message.

Step 2

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Dext your purchase invoices and receipts using Dext. You will also have your own 'e-mail in' address to Dext so you can forward e-mails with attachments directly from your usual inbox.

Step 3

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Sales Invoices - All sales invoices should be raised using Xero (on any device with an internet connection). Invoices can be sent by e-mail directly to your customer and we link a payment service 'pay now' button.

Step 4

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Communicate - When required, RW Accountancy Solutions will send you a summary of any payments or receipts where we do not have the required information. Please reply promptly. 

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