Standard Documents

Here you will find our standard documents to download (please scroll down to find the relevant section)

  • New client forms
  • Payroll forms
  • Useful account forms
  • Xero templates

New client forms

As per our engagement letter, you will find here 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.

Payroll forms

To access your payroll portal click here

To access support documents for your payroll portal click here

Some forms are in both PDF and Excel format - you can choose whether to write by hand or complete electronically.

To register to be a new employer you will need the information in the relevant documents below before registration can be made.  You can register yourself or Cashtrak can assist you on receipt of this information.

If you are a new Payroll client, these forms need to be completed for Cashtrak to set up our systems

For existing employers with new staff (or updates to current staff details), you will need the following documents (we have also included explanatory notes)

Useful accounts forms

Xero templates

Other information

Introduction to Soldo video


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