The SeriesReader ToolsAbout J. A. O'LearyNewsletter
CIS cover
Reader tools/CIS/Tool 3 of 6

Refund claim checklist

Goes with Chapter 5, "Your Refund as a Sole Trader", and Chapter 6, "Your Refund as a Limited Company". The records, figures and dates for a sole trader's Self Assessment refund or a company's year-end claim, as a tick list. Work through the section for your route, then the evidence and the delay checks.
Needs your copy of the bookUnlocked with your copy
 Reader tool Type the unlock word from your copy of CIS It's printed beside the QR code for this tool. Unlock once and every CIS tool stays open on this device. No account needed.
Xero cover
CIS sorted? Track every deduction automatically.Readers of CIS pick up Xero next: the accounting software that records CIS deductions, VAT and your refund evidence as you go.
View on Amazon
Keep going

Next in the series

See all six →
Xero cover
Xero An independent guide to Xero for UK small businesses: set it up properly, invoice and get paid, reconcile the bank in minutes, and file VAT and Making Tax Digital returns.
Starting a UK Business cover
Starting a UK Business Choose the right structure, register with HMRC and Companies House, set up the money and get through your first year without a nasty surprise.
Get the whole seriesAll six paperbacks on Amazon, from one series page.
Series page on Amazon