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Client Guide — APD Accountancy Services
Client Dashboard

APD Accountancy Services

Your secure client area — forms, guides and document upload

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Welcome to your client dashboard

Complete your forms, read your guides, and upload documents securely to Andrew. Need help? Call 07745 792 663 or email info@apdaccounting.co.uk.

Your Forms

Complete the relevant form below. Your answers are sent securely to Andrew once submitted.

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Year End Information
Submit your annual income, expenses, and financial information for your tax return.
Self Assessment→
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Capital Gains Tax
Report a property or asset disposal. Provide sale details, costs, and improvement expenditure.
CGT Return→
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Construction WIP
Submit your work-in-progress schedule for construction contracts.
Bookkeeping→

Client Guides & Explainers

Plain English guides to help you understand your tax position. Click any guide to read it.

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Understanding Your Tax Bill
How HMRC calculates what you owe — income, allowances, bands and payments on account.
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Payments on Account
Why HMRC asks you to pay tax in advance and what to do if your income changes.
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What Records Should I Keep?
What to keep, how long, and how to store it — sole traders, landlords and employees.
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Allowable vs Disallowable Expenses
What you can and cannot put through your business under HMRC rules.
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Making Tax Digital
How HMRC’s digital tax programme affects sole traders, landlords and VAT businesses.
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Understanding Your VAT Return
What the nine boxes mean and the most common mistakes to avoid.
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CGT: The Annual Exempt Amount
Your CGT allowance, how gains are calculated, and the 60-day property rule.
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CGT: Allowable Improvement Costs
What you can deduct when calculating your gain on a property disposal.
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Accruals & Prepayments
Why your accountant asks about costs you haven’t paid yet.
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Work in Progress (WIP)
Why WIP matters for construction businesses and what Andrew needs at year end.
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Upload Documents

Send supporting documents and records directly to Andrew via secure file upload.

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Secure File Upload
Upload bank statements, receipts, invoices, P60s, contracts, or any documents Andrew has asked for. Files go directly into your secure client folder.
📎 Upload Documents
Secure upload via Box. Accepted: PDF, JPG, PNG, Excel, Word, CSV.
Files visible only to APD Accountancy Services.
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Your files are secure

Documents are stored in an encrypted, access-controlled folder visible only to Andrew.

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What to upload

Bank statements, payslips, P60/P45, invoices and receipts, rental income records, or anything else Andrew has requested.

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Need help?

Call 07745 792 663 or email info@apdaccounting.co.uk if you’re unsure what to submit.