Practical UK Bookkeeping, Xero & Tax Preparation for Entry-Level Accounting Roles

Master essential UK bookkeeping, Xero cloud accounting, and fundamental tax preparation skills to confidently secure and excel in entry-level accounting positions.

Introduction to UK Bookkeeping & Accounting Fundamentals

Unit 1: The World of Bookkeeping

Unit 2: The Language of Money

Unit 3: The Double-Entry System

Navigating Xero: Your Cloud Accounting Hub

Unit 1: Getting Started with Xero

Unit 2: Practicing in Xero

Unit 3: Xero User Management

Setting Up Your Xero Organisation & Chart of Accounts

Unit 1: Initial Xero Setup

Unit 2: Mastering the Chart of Accounts

Unit 3: Tracking Categories for Deeper Insights

Managing Contacts: Customers & Suppliers in Xero

Unit 1: Understanding Contacts in Xero

Unit 2: Creating & Managing Individual Contacts

Unit 3: Organising Contacts with Groups

Unit 4: Bulk Contact Management

Processing Sales Invoices & Credit Notes in Xero

Unit 1: Sales Invoices: The Basics

Unit 2: Invoice Management & Impact

Unit 3: Handling Sales Adjustments

Recording Customer Payments & Sales Receipts in Xero

Unit 1: Understanding Customer Payments

Unit 2: Applying Payments to Invoices in Xero

Unit 3: Recording Direct Sales Receipts

Unit 4: Reconciling Payments & Receipts

Processing Purchase Invoices & Bills in Xero

Unit 1: Understanding Supplier Bills

Unit 2: Entering Bills in Xero

Unit 3: Managing & Approving Bills

Unit 4: Supplier Credit Notes

Recording Supplier Payments & Expense Claims in Xero

Unit 1: Paying Your Suppliers

Unit 2: Managing Employee Expenses

Understanding Bank Feeds & Transaction Matching in Xero

Unit 1: Getting Started with Bank Feeds

Unit 2: Matching & Reconciling Transactions

Unit 3: Automating with Bank Rules

Performing Comprehensive Bank Reconciliations in Xero

Unit 1: The Art of Reconciliation

Unit 2: Mastering the Reconciliation Screen

Unit 3: Troubleshooting & Finalising

Introduction to UK VAT: Principles & Registration

Unit 1: VAT Fundamentals

Unit 2: VAT Rates & Categories

Unit 3: VAT Registration

Applying VAT Rules to Transactions in Xero

Unit 1: VAT Rates & Application in Xero

Unit 2: International VAT & Special Scenarios

Unit 3: VAT Adjustments & Corrections

Reconciling VAT Accounts & Preparing MTD VAT Returns in Xero

Unit 1: VAT Reconciliation Essentials

Unit 2: Generating & Reviewing VAT Returns

Unit 3: Making Tax Digital (MTD) Submission

Understanding UK Payroll Basics & Components

Unit 1: Payroll Fundamentals

Unit 2: Key Payroll Components

Unit 3: Payroll Reporting & Data

Recording Payroll Journals in Xero

Unit 1: Understanding Payroll Data for Xero

Unit 2: Creating Payroll Journals in Xero

Unit 3: Reviewing & Understanding Payroll Impact

Reconciling Payroll Liabilities to HMRC Obligations

Unit 1: Understanding Payroll Liabilities & HMRC

Unit 2: Reconciling Payroll in Xero

Unit 3: Resolving Discrepancies & Payments

Preparing Basic UK Self-Assessment Tax Returns

Unit 1: Introduction to Self-Assessment

Unit 2: Understanding Income Sources

Unit 3: Allowable Expenses for Self-Employment

Unit 4: The SA100 Form & Submission

Establishing Efficient Bookkeeping Workflows & Compliance

Unit 1: Designing Your Bookkeeping Rhythm

Unit 2: Ensuring Data Integrity & Security

Unit 3: UK Compliance & Record Keeping