Standard Documents

Payroll

Click on the relevant button to access the BrightPay portal.

New Starter/ Employee Changes Form

Complete the new starter form by clicking on the button, contact us if you need a printable version. 

This form enables us to gather relevant information required to process staff pay and ensure that payslips are distributed correctly and securely through the BrightPay Portal. Please complete the form as thoroughly as possible to ensure that we are able to process payslips efficiently and correctly. Please advise us if there are any changes to your status.

New Employer Forms

New employer - sole trader - please download the PDF, complete and email to info@cashtrak.co.uk.

New employer not sole trader - please download the PDF, complete and email to info@cashtrak.co.uk.

Download this letter to explain to send to your new starter what to expect and what information is needed.

Income Tax Self-Assessment (ITSA) Tax Returns

Use this online form to complete questions we need to know to be able to process your tax return. There are a lot of questions however please note that this is HMRC telling us what they need to know. We have tried to explain what we need as easily as we can but please contact us if you need help or the form in a printable format.

Click on the button for information on how to pay your tax return bill.

Useful Accounts Forms

New Client Forms - Onboarding

As per our engagement letter, you will find the Appendices to which we are referring to for your reference. If we have asked you to send a 64-8 to HMRC we have started to populate the relevant forms here and have created some guidance notes to help you through the process.

Xero Templates

Other Information

Data Protection, click below

Terms and conditions, click below

Complaints procedure, click below

 

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