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Format for documents ( sole trader)

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rpsarangi
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Posts: 445
Joined: Tue Sep 14, 2010 2:05 am
Location: U.K

Format for documents ( sole trader)

Post by rpsarangi » Sun Jul 22, 2012 7:38 pm

Can anybody please share a format for:
1.Invoices explanation and Payment summaries
2.Profit and loss statement.

I am a little worried about that document from accountant for sole traders...
If anybody could even say what the document should contain and what things should be included in it , will be a real help for sole traders

please share ..
thanks all
.......................................................................
Fingers crossed.....Trust in God.....
.......................................................................

gaurav76.5
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Posts: 422
Joined: Thu Jul 21, 2011 12:21 pm

Post by gaurav76.5 » Mon Jul 23, 2012 10:29 am

you would need an accountant for that..they are aware of how to prepere the documents..

I can briefly tell you as I hasve some experience of this

1. Invoice Summary

Invoice(Start Date --End Date) Payment Amount

2. Profit and Loss Statement
Description Amount
Assests
1 xxxx xxxxxxx
2 xxxx xxxxxxxxxx
3 xxxx xxxxxxxxxx
Liablities
1 xxxx xxxxxxx
2 xxxx xxxxxxxxxx
3 xxxx xxxxxxxxxx

Net Profit/Net Loss yyyyyyyyyyyyy
(Assest Total- Liablities Total)

rpsarangi
Member of Standing
Posts: 445
Joined: Tue Sep 14, 2010 2:05 am
Location: U.K

Post by rpsarangi » Mon Jul 23, 2012 10:37 am

Thanks for the reply ..
Will there be anything else included in the invoices explanation and payment summaries .. I mean any other headings.. Your reply will be really help me..
Thanks again
.......................................................................
Fingers crossed.....Trust in God.....
.......................................................................

gaurav76.5
Member of Standing
Posts: 422
Joined: Thu Jul 21, 2011 12:21 pm

Post by gaurav76.5 » Mon Jul 23, 2012 10:58 am

Just a heading Invoice Summary

will advise this to be printed on company letter head or account letterhead..

rpsarangi
Member of Standing
Posts: 445
Joined: Tue Sep 14, 2010 2:05 am
Location: U.K

Post by rpsarangi » Mon Jul 23, 2012 11:03 am

Thanks for the reply.
By headings i meant is there anyother things to include in the letter along with Invoice ( start and end date ) and payment amount.

Thanks
.......................................................................
Fingers crossed.....Trust in God.....
.......................................................................

gaurav76.5
Member of Standing
Posts: 422
Joined: Thu Jul 21, 2011 12:21 pm

Post by gaurav76.5 » Mon Jul 23, 2012 11:12 am

nope . that should be OK...

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