Basis Period reform

An event to help sole traders and members of partnerships understand this major change in how trading profits are calculated and taxed.

The knowledge shared will help you navigate this change. Places are FREE and limited, so we recommend booking early.

Basis Period reform basics

Find out what has changed, when it takes effect, who is affected, how it all works, and most importantly what it means for you and your taxes.

The role of bookkeeping & tax advisers

Ian Kelly, Tax Partner, and Karen Fowler, Bookkeeping Manager, will explain the importance of record keeping and the tax viewpoint. Their presentations will include:

- Why software is needed

- Basis period reform and MTD

- Apportionment and provisional figures

- The transitional year and overlap relief

FAQs & Myths

Ray Priestman, Practice Manager, will chair the event, covering the role of the relevant Davies Tracey departments in assisting you, and closing by answering Frequently Asked Questions and taking any more you may have for our panel.

Come along to learn as you start to think about 2023/24 tax returns, and to reduce your administrative burden.

Ray Priestman, Practice Manager, Davies Tracey

Host or Publisher Davies Tracey - chartered accountants