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Catherine Stork

Top Tips to Kickstart the New Tax Year

Updated: Jun 3

As we usher in the new tax year, it's time for small business owners to hit the ground running and ensure their financial affairs are in top shape. Now is the perfect opportunity to get organized, stay ahead of the curve, and set yourself up for success in the coming months.


Whether you're a seasoned entrepreneur or just starting out, these essential tips will help you kickstart the new tax year on the right foot, maximising your efficiency, minimising your liabilities, and ultimately, propelling your business towards greater success in the coming months.


So, grab your coffee, dust off your spreadsheets, and let's dive into our top tips together!


Women sitting around a table with laptops, coffee and water.

1. Stay Updated on Tax Changes


Start the new tax year on the right foot by familiarising yourself with any recent changes to tax laws and regulations. HMRC often introduces updates that can affect how you file your taxes, what deductions you're eligible for, and the rates you need to apply. Staying informed ensures you remain compliant and can take advantage of any new benefits or allowances.


One way to do this is to build a strong relationship with your trusted Accountant who will guide you on the important updates that directly impact you and your unique business.


2. Organise Your Financial Records


Effective organisation of your financial records is crucial. Gather all necessary documents such as receipts, invoices, bank statements, and previous tax returns. Using digital tools or accounting software can help streamline this process, making it easier to track expenses, monitor cash flow, and prepare for tax filings.


You might like: Cloud Accounting Systems


3. Review and Maximise Deductions


Take a thorough look at all available tax deductions and credits that your business qualifies for. This might include office expenses, travel costs, and equipment purchases.


Again, an accountant can help identify less obvious deductions, ensuring you maximise your tax savings and reduce your taxable income.



4. Plan for Major Expenses and Investments


The start of a new tax year is an excellent time to plan for any significant expenses or investments you anticipate. Whether it's upgrading equipment, expanding your premises, or investing in new technology, having a clear plan will help you budget more effectively and take advantage of any relevant tax relief.


5. Consult with Your Accountant


Regular consultations with your accountant can provide invaluable insights and advice tailored to your specific business needs. They can help you understand complex tax issues, develop strategic financial plans, and ensure you're making the most of tax-saving opportunities.


Building a strong relationship with your accountant can set the foundation for a financially healthy year ahead.


 

If you're looking for more guidance or a helping hand with your business finances in 2024, don't hesitate to get in touch with Catherine on 01423 431 889 or email catherine@bctaccountants.co.uk for your FREE consultation call.


Please note: all stats are accurate for the 2024/25 tax year.


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