Monthly Plan For Success (PFS) Document Submission
Explanation of how to download your monthly PFS Document and how to upload for our team to process
Premium Cloud Accounts System
If you're a Premium member, these articles will help you to become familiar with the process of providing our team with your accounts information.
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Cloud Accounts – Premium Members
How to use our simple cloud accounts service for Premium members -
How to e-sign your tax return
A simple guide of how to e-sign your tax return when you've checked the details and ready for submission to HMRC -
Change regional format settings (e.g. dates)
Adjust your spreadsheet settings to display regional date, number, and currency formats that match your location -
Making Tax Digital (MTD) Process (Premium)
How to use our MTD Service for Premium account holders, including a demonstration video and step by step instructions -
Understanding your report
How to understand your MalgraBooks Premium reports which are generated for your account -
Using your Cloud Accounts System (Managed Services)
How to use our Cloud Accounts System for Managed Services (Advanced, Premium)
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