Resources
Short, specific reads on workflow, documents and compliance work, written by people who build the tools accountants use every day.
Latest guides
Each guide ends with the part of AccountKit that makes the next step practical.
What UK accounting firms need from practice management software in 2026: MTD for Income Tax, Companies House identity checks, AML records and Xero. The main options and how to choose.
How Xero partner points work, what Bronze, Silver, Gold and Platinum include, and why Silver decides whether Xero Practice Manager is free. With a worked example and UK, NZ and US differences.
How Xero Tax, the new Xero Workpapers and Xero Practice Manager fit together at year end in Australia, what each includes, and where AccountKit’s schedules and journals come in.
Lay out client folders by group, entity, year and job type, and name files one way. Each year folder then gets a retention date, 3 to 7 years by country.
Give every BAS, VAT and tax return job an owner, a reviewer and dates worked back from the lodgment calendar. A worked BAS quarter shows three due dates.
From 1 July 2026, accountants who set up a company or trust, or lend a registered office, must enrol with AUSTRAC within 28 days. Tax returns aren’t covered.
Eight onboarding steps in order, each with an owner, from engagement letter to first recurring job, and the ID, AML and tax agent checks in AU, UK, US and NZ.
A director’s loan account overdrawn 9 months and 1 day after the year end triggers s455 tax at 35.75% from 6 April 2026. How reclaims and write-offs work.
The Division 7A benchmark interest rate for 2026–27 is 8.77%. How to work out the minimum yearly repayment, with a worked shortfall, and what Bendel changed.
A section-by-section engagement letter template for accountants, with the rule behind each clause. Covers APES 305, TPB section 45, ACCA and ICAEW.
Code each chattel mortgage repayment to the liability and journal the interest. A worked $96,000 example in Xero, the GST rules, and how hire purchase differs.
What a family group structure diagram should show for each company, trust, SMSF and person, how to draw one in seven steps, and the mistakes that mislead.
Diesel fuel tax credits from 3 August 2026: 53.7c a litre for most uses, 21.3c for heavy vehicles on roads. How to split a quarter’s claim at the change.
Why the two sides of an inter-entity loan drift apart in Xero, a worked example tracing a $6,862.60 gap to seven entries, and the monthly process that fixes it.
Xero Practice Manager now sits inside Xero Partner Hub. What moves, what’s retired, and why every app that syncs with XPM must reach API version 3.1 by 2027.
A short reset for teams that want fewer loose ends, clearer ownership and a cleaner client trail going into a busy period.
A practical way to give people a shared view of work, documents and client context without replacing the systems they already rely on.
A practical way to keep calls, meetings, emails and agreed next steps available to the next person on a client job.
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