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Bookkeeping Standard Processes with XBert Workflow Templates - GB
Bookkeeping Standard Processes with XBert Workflow Templates - GB
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Written by Jay Tolhurst
Updated over a week ago

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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