The United Kingdom XBert task template set is comprised of 15 templates organised across 5 processes.
XBert has task templates covering many of the most common services that a bookkeeping practice provides to their clients on a recurring basis. Below is a summary of these services and the XBert task templates that are used to automate the provision of such services.
VAT
VAT Registration
VAT Processing
VAT de-registration
Annual Accounts
Annual Accounts & CT600
Payroll
Payroll Processing
Payroll Shutdown
Advisory
Management Accounts
Client Management
Client On-boarding
Company Incorporation
Change of Address
Client Disengagement
Tax & Compliance
Personal Tax Returns
Annual Confirmation Statements
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