Forms, Letters & Tools 2018

New GDPR section for 2018

Forms Letters & Tools is a comprehensive collection of useful forms, letters and tools that every practitioner needs.

To allow for quick and easy access, Forms Letters & Tools is delivered as a downloadable file upon successful completion of your purchase.

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Product Description


This comprehensive collection of over 425 useful forms, letters and tools is an essential product for every accountancy firm. The product compiles all of the forms and letters that you need for the day to day running of your practice.

Many of the tools have been updated and there is a new section ‘Making Tax Digital’ which includes two new tools to help identify those affected by MTD at the start of the new regime.

Forms Letters & Tools covers the essential elements of your practice:

  • GDPR Tools and Guidance
  • Accounts Preparation, Planning and Working
  • Administration – Practice Forms
  • Staff Administration
  • Audit and Assurance
  • Corporate Finance
  • Engagement and disengagement letters – companies, charities, individuals, VAT, payroll etc.
  • Financial Services
  • Interactive Checklists
  • Marketing and Cross Selling
  • Numerous template letters covering personal and corporate tax, accounts, client engagement and disengagement, VAT, PAYE etc.
  • Paperless Office
  • Practical IT Guides – short, sharp ‘how to ‘ clips
  • Practice Assurance
  • Practice Management
  • Taxation and Payroll Tools
  • What if? Tool

Forms, Letters & Tools comes with a 28 day money back guarantee.

View the full list of tools



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