Client
Workspace
Next deadline
07d 14h
VAT Return Q3 · 7 Nov
MH
Marcus Holloway
The Coopers’ Yard
Portal  /  Dashboard
Tuesday · 5 Nov 2025

Good afternoon, Marcus.

Three things need you this week. Nothing’s urgent.

Active services
3
Open tickets
2
−1 wk
Docs awaiting you
4
2 added
Next deadline
07d
VAT Q3

Your services

View all
VAT Return · Q3 2025
In review
Lead · Sarah K.·Due 7 Nov · 4 days
Annual Accounts FY24
Filed
Lead · James D.·Filed 14 Sep
Payroll Setup
Awaiting docs
Lead · Sarah K.·Needs PAYE ref

Recent activity

View all →
SK
Sarah K. uploaded a draft of VAT Q3 Return.pdf
2h ago
Y
You uploaded Sept bank statement.pdf
Yesterday
JD
James D. closed ticket #T-218 · Dividend question
2 days ago
SK
Sarah K. sent invoice #INV-0241 · £1,240.00
4 days ago
Y
You requested Payroll Setup
5 days ago

Documents awaiting you

Open library →
Q3 bank statements
PDF · requested by Sarah K.
Required
Sept payroll summary
PDF · for VAT return
Required
Director consent form
DOCX · sign & return
Required
PAYE reference
Text · for payroll setup
Optional

Open tickets

All support →
#T-241Open
Best scheme for £4k threshold?
Sarah K. replied · 2h ago
#T-239In progress
Where do I find my UTR?
You replied · Yesterday