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Downloadable guides that we think you'll find useful

Download useful tax and business guides

We’ve gathered together some useful bits of information and guides which we think you should really take a look at. We hope you find them a handy way of getting hold of everything you need to know.

A business team discussing a client has paid part of an invoice in Xero or they have paid part of a supplier invoice.
Xero – What to do with part payment of invoices
22nd May 2019

Follow this useful guide when a client has paid part of an invoice in Xero or you have paid part of…

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A business woman calling The Peloton to help her understand the different banking tabs in Xero
Xero – Understanding the tabs in the Banking section
22nd May 2019

When you click into the bank account you will see 4 different tabs – reconcile, cash coding, bank statement & account…

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A businessman on the phone to a supplier who has overpaid an invoice in Xero
Xero – How to handle an overpayment of an invoice
22nd May 2019

Follow this guide when a client has overpaid an invoice and you want a credit to sit on their account that…

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A young team using Xero to run a supplier activity report
Xero – How to run a supplier activity report
22nd May 2019

There are a few reports you can run to achieve this, although we find the following method in this article the…

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Man using Xero to reconcile a credit note
Xero – How to apply a credit note
22nd May 2019

Use this handy Xero guide when a customer has a credit note sat on their account that needs to be allocated…

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A young business owner who is likely to develop her business and add a new user to Xero
Xero – How to add a new user
22nd May 2019

If you have a new colleague that you want to add to your Xero account, follow these simple steps to allow…

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Xero – A guide to the Chart of Accounts
22nd May 2019

Some accounts in Xero can be difficult to interpret, This guide shows you a list of commonly misused Accounts. Download Guide

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A woman on the phone to her accountant getting help with Xero
Xero – Adding & reclaiming the VAT on an all VAT invoice
22nd May 2019

If your insurance covers the cost of an accident you will often have to pay across the VAT amount. It is…

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Business Coaching with Mike Hutch from The Peloton
Associate Dentists – The pros and cons of being a limited company
21st May 2019

We’re often asked by many associate dentists if they should operate as a limited company, and the answer can be influenced…

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Header image of a dentist cutting tax costs
Tax deductible expenses – A checklist for dental professionals
3rd May 2019

It can be difficult sometimes to work-out what is classed as a tax deductible expense. However, we have produced a simple…

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