Accounting & auditing activities · SIC 69201 · Devon & UK
Dalton & Holland Accounting Ltd supports individuals, directors, landlords, sole traders, and businesses with accounts, tax returns, bookkeeping, VAT, payroll, tax-credit reviews, allowable expense checks, offset planning, and strategic accounting enquiries.
Accounts • Tax returns • Reliefs • Offsets • Bookkeeping • VAT • Payroll • Strategic advisory
Eight service routes
Each route is confirmed individually around records, eligibility, evidence, deadlines and agreed advisory scope.
Year-end accounts prepared from reviewed records, with the accounting period, filing responsibilities and tax position considered together.
Review this service 02Self Assessment support built around income sources, allowable expenses, allowances, reliefs, evidence and filing deadlines.
Review this service 03Corporation tax and business tax support covering profit review, accounting treatment, timing considerations and filing requirements.
Review this service 04Credits, reliefs and allowances assessed against eligibility, evidence, applicable tax rules and agreed advisory scope.
Review this service 05Allowable expenses and legitimate offset opportunities reviewed against business purpose, records, timing and applicable rules.
Review this service 06Digital bookkeeping, reconciliations, bank feeds and cloud accounting structured so records stay filing-ready all year.
Review this service 07VAT returns, Making Tax Digital awareness, payroll administration, PAYE, RTI and the deadlines that sit around them.
Review this service 08Accounting-led decision support covering year-end planning, profit review, cash-flow clarity and tax-position visibility.
Review this servicePositioning
Dalton & Holland Accounting Ltd helps individuals and businesses prepare stronger records, review legitimate tax opportunities, manage filings, and make better financial decisions within the scope of UK tax rules and agreed advisory work.
Most accounting problems arrive disguised as tax problems. A return looks expensive because a category was misposted nine months earlier; a relief is unavailable because the evidence was never kept; a deadline becomes impossible because nobody worked backwards from it. The work of an accountant is largely the work of putting those things in order before they harden into a filing.
That is the shape of the support offered here: understanding your records, income, expenses, allowances, reliefs, credits, offsets and deadlines, then setting out the HMRC and Companies House considerations that follow, and finally advising on the strategic accounting decisions that are still open to you.
The commercial promise is careful review, not predicted outcomes. Legitimate opportunities are identified where the evidence supports them, and where it does not, you are told plainly.
Scope and dependencies
Accounting and tax support is confirmed individually for each enquiry.
Recommendations depend on client status, income, expenses, records, business structure, applicable tax rules, HMRC guidance, deadlines, eligibility, evidence, and agreed terms.
Areas served Newton Abbot · Kingsteignton · Torbay · Exeter · Devon · Wider UK (remote)
Service pillars
The same underlying discipline applied to eight different questions: what do the records show, what do the rules allow, and what is the deadline.
Company, sole trader and partnership accounts prepared from reviewed records, with the accounting period and filing responsibilities mapped from the outset.
Returns built from income sources, allowable expenses, allowances and reliefs that the records actually support.
Company computations, profit review, accounting treatment and timing considered together rather than in isolation.
Eligibility and evidence examined before any claim language is used, with specialist referral where a matter needs it.
Legitimate offsets and allowable costs reviewed against business purpose, apportionment, timing and documentation.
Reconciled digital records, bank feeds and categorisation that keep the position filing-ready throughout the year.
VAT records and returns, Making Tax Digital awareness, payroll administration, PAYE and RTI, with deadlines scheduled.
Accounting-led decision support: profit, cash flow, tax position and year-end options explained in plain language.
The working method
Seven stages that take an enquiry from unclear records to a reviewed, evidenced and understood position — with the boundaries of the work made explicit at every step.
Understand the position before anything is prepared.
Client type, business structure, tax year or accounting period, income sources, prior filings, notices and the current state of the records are established first.
Get records into a usable, evidenced state.
Bank statements, receipts, invoices, payroll and VAT records are gathered, reconciled where possible, and gaps are listed openly rather than estimated over.
Work the numbers against the applicable rules.
Accounts, computations and tax figures are prepared from the evidenced records, with allowances, reliefs and allowable expenses considered against eligibility and business purpose.
Explain the position, the options and the limits.
Findings, treatment decisions, evidence requirements, risk notes, deadlines and advisory boundaries are set out in plain language before anything is filed.
Submit only what has been reviewed and approved.
Where filing sits within the agreed scope, submissions to HMRC or Companies House follow your approval. Acceptance and processing remain matters for those bodies.
Look at the next period while it can still change.
Upcoming deadlines, record-keeping improvements, timing considerations and year-end decisions are mapped so the next cycle starts from a stronger position.
Reduce the friction that caused problems last time.
Bookkeeping routines, categorisation, digital records, bank feeds and document habits are tightened so future returns are better evidenced from the outset.
Tax position review
A structured way of asking what your position actually is before deciding what to do about it. Each line is examined against your records and the rules that apply — not against assumptions.
| Factor | What is reviewed | Supporting evidence |
|---|---|---|
| Income | Sources, categorisation, timing and completeness across employment, self-employment, dividends, property, savings and other income. | Bank statements, invoices, platform reports, dividend records, P60/P45 information where applicable. |
| Expenses | Business purpose, allowability, personal-use apportionment and correct period. | Receipts, invoices, mileage records, contracts, supplier statements. |
| Allowances | Which allowances are relevant to your status, structure and circumstances. | Records establishing status, ownership, use and qualifying conditions. |
| Reliefs | Availability under applicable rules, and whether the underlying facts genuinely fit. | Documentation demonstrating the qualifying activity, cost or condition. |
| Offsets | Legitimate offset opportunities against the right income or profit stream. | Clear business-purpose trail, apportionment workings, contemporaneous records. |
| Credits | Eligibility assessed before any claim language is used, including where a specialist is needed. | Evidence packs, eligibility criteria, supporting calculations. |
| Business structure | Sole trader, partnership, limited company or landlord position and the treatment that follows from it. | Incorporation details, agreements, ownership records, Companies House data. |
| Tax year | Correct year allocation for income, expenses, reliefs and payments on account. | Dated records, prior returns, HMRC statements and notices. |
| Accounting period | Period alignment for company accounts and corporation tax computations. | Companies House period dates, prior accounts, bookkeeping cut-offs. |
| Evidence | Whether the documentation genuinely supports the position being taken. | Complete, legible, contemporaneous records rather than reconstructions. |
| Deadlines | Filing and payment dates, and what must be ready by when. | Notices to file, accounting reference dates, VAT and payroll schedules. |
| HMRC guidance | Applicable published guidance and legislation for each treatment considered. | Referenced guidance recorded alongside the treatment decision. |
| Filing responsibilities | Who is responsible for what, including approvals before submission. | Agreed scope, authorisations, approval records. |
| Risk and review notes | Areas of uncertainty, weak evidence or judgement, flagged rather than buried. | Written risk notes and the reasoning behind each position. |
How to read this
A review establishes the position and the strength of the evidence behind it. It does not predict a refund, a saving, a credit award or an HMRC decision. Where the facts do not support a treatment, that is what gets reported.
Returns optimisation
Returns optimisation means carefully reviewing legitimate allowances, reliefs, credits, expenses, offsets, evidence, timing, and filing details — not making unsupported promises about refunds or tax outcomes.
Every claimed cost tested against business purpose, allowability and the period it belongs in.
Categories reviewed line by line, including apportionment where a cost has private use.
Eligibility examined against the criteria first, so nothing is described as a claim before it qualifies as one.
Reliefs considered only where the underlying facts and documentation genuinely fit the rules.
Legitimate offsets identified against the correct income or profit stream, with workings recorded.
Capital versus revenue treatment reviewed, along with qualifying use and timing.
The evidence trail assessed for whether it would stand up to scrutiny, not just whether a figure fits a box.
Whether a cost, disposal, purchase or election falls in the most appropriate period under the rules.
Income allocated to the right source and the right year, which changes what else becomes available.
Legibility, completeness and whether records are contemporaneous rather than reconstructed.
Gaps identified and listed openly, with what is needed to close them, before figures are finalised.
A written explanation of where you stand, what supports it, and where the uncertainty sits.
What this section does not claim
No guaranteed tax savings. No guaranteed refund. No guaranteed HMRC acceptance. No guaranteed tax-credit or relief eligibility. Where the evidence does not support a position, the honest answer is that it does not — and that is what you will be told.
Strategic accounting route
Strategic accounting is mostly a matter of timing: the same facts reviewed in month nine give you options that the same facts reviewed in month fifteen do not.
Reviewing the position while decisions can still be made, rather than after the period has closed.
Profit, treatment and allowable costs examined against the accounting period and applicable rules.
The interaction between remuneration, dividends, payroll and personal tax discussed in general terms for your circumstances.
Director Self Assessment, loan account movements and benefit considerations reviewed alongside the company position.
Tax payment dates mapped against expected cash so liabilities are not a surprise.
Options considered against structure, records and rules — with any regulated matters referred to a specialist.
Registration position, scheme suitability and record requirements reviewed carefully and without assumption.
Payroll cycles, RTI obligations, starters and leavers, and employer duties scheduled ahead of deadlines.
The habits and systems that determine whether next year’s return is well evidenced or reconstructed.
Whether the current structure still fits the activity, discussed as accounting and tax considerations only.
Filing and payment dates for accounts, corporation tax, Self Assessment, VAT and payroll set out in one view.
What is inside scope, what needs a specialist, and what cannot responsibly be advised on here.
Advisory boundary
Strategic accounting advisory covers accounting, tax and record-keeping considerations only. It is not investment advice, pension advice, mortgage advice, insurance advice or legal advice, and no commercial result or tax saving is guaranteed.
Business records health
Most tax problems are record problems wearing a different hat. A records-health review establishes what is genuinely available before any figure is committed to a return.
Who this suits
Different positions, different rules, different evidence. The starting point is always establishing which set actually applies to you.
Two positions running in parallel — the company’s and your own — with decisions in one affecting the other.
As a business grows, the record-keeping that once worked stops working — usually just before a deadline.
Property income has its own rules on allowable costs, treatment and timing, and the records need to match.
Where specialist advice is needed
Tax, audit, legal, financial advice, investment, pension, employment, insolvency, regulatory, sector-specific, and specialist matters should be reviewed with appropriately qualified specialists where required.
Where a matter sits outside agreed accounting and tax scope — including regulated investment, pension, mortgage, insurance, employment law, immigration, insolvency, valuation, audit or litigation matters — it is flagged so you can instruct an appropriately qualified specialist.
Credits, reliefs & offsets
Tax credits, reliefs, allowances and offsets are reviewed against eligibility, evidence, applicable rules, deadlines and your circumstances. Claim outcomes, HMRC acceptance, refunds and tax savings are not guaranteed.
Eligibility criteria are examined against your actual circumstances and records before anything is described as claimable.
A relief only exists where the legislation and guidance say it does. The facts are tested against the rules, not the other way round.
Offsets are considered where a genuine business purpose can be demonstrated and the documentation supports the apportionment.
Each category is reviewed against receipts, invoices and contemporaneous records rather than assumed by convention.
Whether a cost, election or disposal falls in the most appropriate period is a question worth asking before submission, not after.
Where a position is arguable rather than settled, you are told so in writing, along with what would be needed to strengthen it.
Tax credits, reliefs and allowances
Tax credits, reliefs and allowances are reviewed around eligibility, evidence, applicable tax rules, deadlines, client circumstances, records, HMRC guidance and agreed advisory scope. Claim outcomes, HMRC acceptance, refunds and tax savings are not guaranteed.
Allowances, reliefs, credits, expenses, and offsets must be supported by eligibility, business purpose, records, evidence, and applicable rules.
Compliance & risk transparency
Stated plainly, because an accounting relationship that starts with overclaiming tends to end badly for both sides.
Tax legislation, HMRC guidance, thresholds, rates and filing requirements are set externally and change. Positions are taken against the rules applying to the relevant period.
Directors remain responsible for statutory filings, registers and the accuracy of company information, including where preparation support is provided.
A treatment is only as strong as the documentation behind it. Where evidence is missing, the position is either strengthened or not taken.
Filing and payment deadlines are fixed. Late instruction, incomplete records or delayed approvals can make a deadline unachievable, and that is flagged early.
Penalties, interest and surcharges are matters for HMRC and Companies House. Penalty avoidance and penalty removal are never guaranteed.
Accurate income details, expense records, prior filings, notices, approvals and timely communication remain the client’s responsibility throughout.
Website content is general information. Engagement-specific advice follows a written scope, and matters outside that scope are identified rather than improvised.
Audit, legal, regulated financial, pension, investment, insolvency, valuation and sector-specialist matters are referred to appropriately qualified specialists.
No promotion of, or advice on, artificial arrangements, contrived structures, disclosable schemes or aggressive tax avoidance. Work stays within legitimate treatment supported by evidence.
HMRC & Companies House
Dalton & Holland Accounting Ltd is an independent accounting and tax advisory company. It is not HMRC, is not endorsed by or affiliated with HMRC or Companies House, and does not describe itself as an HMRC-approved service. HMRC guidance, tax legislation, filing requirements, thresholds, deadlines and Companies House obligations are set by those bodies and can change.
Submissions, registrations, authorisations and correspondence remain subject to HMRC and Companies House processes, timescales and acceptance. HMRC acceptance of any return, claim, relief, credit, election or filing is never guaranteed.
No guaranteed outcomes
Tax refunds, tax savings, tax-credit outcomes, relief eligibility, HMRC acceptance, filing outcomes, audit outcomes, penalty avoidance, cash-flow improvements, and commercial results are not guaranteed.
Third parties and platforms
HMRC, Companies House, pension providers, payroll software, cloud accounting platforms, banks, insurers, lenders, auditors, solicitors, and other third parties may have separate rules, costs, deadlines, availability, requirements, and terms.
Cloud accounting subscriptions, payroll software, bank feeds, filing software and agent authorisations are provided by those third parties under their own terms. Availability, feature changes, outages, pricing and processing times are outside our control.
Standards
Dalton & Holland Accounting Ltd handles accounting and tax enquiries around records, income, expenses, allowances, reliefs, credits, offsets, filing deadlines, evidence requirements, HMRC rules, Companies House responsibilities, and agreed advisory scope.
Figures come from records, not from convenience. Where a record is missing, inconsistent or unreadable, it is raised and resolved rather than estimated around.
Reliefs, credits, allowances and offsets are tested against eligibility, business purpose and applicable rules before they are described as available.
Accounting periods, tax years, filing dates and payment dates are mapped at the outset so work runs backwards from the deadline that matters.
Planning happens while decisions can still be made, within legitimate treatment and applicable rules — never through artificial or contrived arrangements.
HMRC, Companies House, software providers, banks and other third parties set their own rules, costs and timescales. Those dependencies are named, not glossed over.
Scope, responsibilities, evidence requirements, risk notes and advisory boundaries are written down. You should always know what is being done and what is not.
Accounting enquiry
Dalton & Holland Accounting Ltd supports accounting and tax enquiries shaped around records, income, expenses, allowances, reliefs, credits, deadlines, evidence requirements, HMRC rules, and agreed advisory scope.
Please do not send UTRs, National Insurance numbers, HMRC Government Gateway credentials, bank logins, payroll passwords or tax identifiers through this website. Sensitive documents are shared through a secure agreed channel after initial contact.
