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Navigating the Tax Landscape
Hosts:
Paul Lodder - VP of Product Strategy and Accounting Expertise at Dext
Paul Aplin OBE - MTD & UK Tax Specialist Consultant
Katie Dutton - Practice Solutions Expert at Dext
Dext’s Tax Talks: Mini-series provides accountants and bookkeepers with a deep understanding of the complex tax environment surrounding their industry.
- Basis Period Reform: All you need to know
- Dext Solo: Enhancing the Self Assessment return process
- Spring Budget 2024: The key findings
- Common bookkeeping errors made on VAT returns
- Common mistakes made on Self Assessment Return relating to landlords and self employed individuals
- Streamline an HMRC enquiry with Dext: the perfect solution for stress-free bookkeeping
- Mastering MTD for ITSA: Exploring Recent Updates and the Agent Beta Experience
Through a series of informative sessions with our experts, including Dext’s VP of Accounting & Product Strategy Paul Lodder and UK tax specialist Paul Aplin, our speakers addressed the key challenges and opportunities surrounding tax laws, regulations, and their implications. Katie Dutton, our Practice Solutions Expert also provided an in depth look into how Dext Solo can enhance the self assessment return process for sole traders, small landlords and the professionals who advise them.
The series also included two discussions on the common errors encountered on VAT returns and those that may arise concerning property rental and self-employed individuals.
Watch on-demand today to navigate the tax landscape!
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Upcoming webinars in this series
Discover hidden gems in Dext Prepare
Topic: Discover hidden gems in Dext Prepare
Host: Paul Lodder - VP of Accounting & Product Strategy at Dext
Date & Time: 6th February 2024 at 11am GMT
Discover hidden gems in Dext Prepare with Paul Lodder during our upcoming webinar on 6th February 2024 (11am GMT).
Gain insights into lesser-known features that can significantly enhance your experience with the platform. Paul will provide valuable guidance on leveraging various settings alongside supplier rules to streamline VAT reporting for partially exempt businesses.
Additionally, he will cover time-saving techniques for processing and reviewing financial records that will boost efficiency in your workflows. Don't miss out on this opportunity to maximise the potential of Dext Prepare and optimise your bookkeeping processes.
Maximising Profitability: Effective pricing strategies to consider for your accounting software
Topic: Maximising Profitability: Effective pricing strategies to consider for your accounting software
Host: Katie Dutton - Practice Solutions Expert at Dext
Date & Time: 15th February 2024 at 11am GMT
Dext and QuickBooks: A seamless integration
Topic: Dext and QuickBooks: A seamless integration
Host: Paul Lodder - VP of Accounting & Product Strategy at Dext
Date & Time: 20th February 2024 at 11am GMT
Join Paul Lodder as he talks through our seamless integration with QuickBooks and how you can automate many of the tasks involved in bookkeeping, improve the accuracy of your accounting data, and gain insights into your financial performance.
Dext can automatically import your receipts, invoices, and other financial documents into QuickBooks. This saves you time and hassle, and it ensures that your accounting data is always up-to-date. Dext can also automatically match your transactions in QuickBooks. This helps you to quickly and easily reconcile your accounts, and it reduces the risk of errors.
Automation Masterclass Step 2: Finding the Right Solution
Topic: Automation Masterclass Step 2: Finding the Right Solution
Host:
Katie Hawking - Head of Practice Solutions & Sales Enablement, Dext
Date & Time: 23rd February 2024 at 11am GMT
Following on from our timeline to automation webinar, you should now have insights into where automated data extraction processes can make your firm more efficient, the pain points your colleagues feel, and any improvements your clients would benefit from.
The 2nd step in our automation masterclass means you’re now ready to start exploring potential solutions and identifying the best fit for achieving your vision.
Basis Period Reform: All you need to know
Topic: Basis Period Reform: All you need to know
Hosts:
Paul Lodder - VP of Accounting & Product Strategy at Dext
Paul Aplin OBE - MTD & UK Tax Specialist Consultant
Date & Time: 28th February 2024 at 2pm GMT
Streamline an HMRC enquiry with Dext: the perfect solution for stress-free bookkeeping
Topic: Streamline an HMRC enquiry with Dext: the perfect solution for stress-free bookkeeping
Host: Paul Lodder - VP of Accounting & Product Strategy at Dext
Date & Time: 12th March 2024 at 11am GMT
Facing a tax enquiry can be a daunting experience. Receiving a letter from HMRC indicating an inquiry into your Self Assessment return or a review of your VAT returns, spanning the past 4 years, naturally raises concerns.
However, with a solid foundation of financial management and efficient record-keeping, there's no need to panic -especially when equipped with Dext, the perfect solution for stress-free bookkeeping and accurate records.
Dext can streamline an HMRC enquiry due to the advanced search capabilities, making documents easily accessible. Say goodbye to the hassle of providing information to HMRC - Dext simplifies the task. Specific documents can be located effortlessly by supplier, category, amount, or date range, and then conveniently downloaded as a single PDF.
With Dext there is no need to store boxes of invoices and then potentially spending hours looking for the paperwork requested. With Dext all invoices are stored digitally, making 2024 the opportune moment to ensure your records are meticulous and that you're fully informed about your business finances at all times.
Automation Masterclass Step 3: Bringing your Clients On-board
Topic: Automation Masterclass Step 3: Bringing your Clients On-board
Host:
Katie Hawking - Head of Practice Solutions & Sales Enablement, Dext
Date & Time: 22nd March 2024 at 11am GMT
Automating data extraction streamlines your clients’ experiences too, helping you build stronger relationships with them and strengthening your role as their trusted advisor. There are lots of reasons they should welcome automation, but it’s important to acknowledge any changes they’ll need to make or which may spark some resistance.
For the 3rd step in our automation masterclass, we will discuss how to get your clients engaged and onboard from the start.
Watch on demand below
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Webinar Speaker
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Paul Lodder
VP of Product Strategy and Accounting Expertise
Paul joined Dext with 20+ years in practice where he was a partner heading up the cloud accounting offering. ACCA qualified since 2003 Paul led the firms MTD and digital strategy, and provided support on digitalisation to accountants & bookkeepers across the country as well as providing solutions to clients’ challenges and supporting them to achieve their goals across accountancy, taxation and business advisory services.
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Katie Dutton
Practice Solutions Expert
Katie joined Dext in January 2021 having spent 13 years in practice, specialising in small business development and focusing over the last 5 years on the digital transformation project for the 5 office firm. Katie spear headed the navigation through the app marketplace, developing a tech advisory offering and getting the firm MTD for VAT ready. She then spent 3 years working for one of the worlds largest cloud accounting software platforms as a partner consultant and then practice solutions specialist, supporting and advising a large number of accounting firms across the UK.