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Accounting, Bookkeeping, Payroll and Tax Bundle

CPDUK Accredited | 50% OFF Certificate & Transcript

3 Students enrolled on this course 4.6 (5 Reviews)

clock Last updated February 19, 2024

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The Accounting, Bookkeeping, Payroll and Tax Bundle offers a comprehensive curriculum covering essential aspects of financial management and accounting. Upon completion, individuals will be equipped to handle a range of tasks and responsibilities including managing financial records, conducting payroll processing, ensuring tax compliance, and analysing financial data. 

They will also gain proficiency in utilising accounting software such as Xero and Sage 50 Accounts to streamline financial operations and generate accurate financial reports. Additionally, learners will understand the fundamentals of financial management, enabling them to make informed financial decisions and optimise organisational performance.

Completing the bundle provides individuals with a solid foundation in accounting, bookkeeping, payroll, and tax practices, enhancing their employability in various roles within the finance industry. They will acquire skills allowing them to interpret financial statements, assess the financial health of an organisation, ensure compliance with regulatory requirements, minimise financial risks for businesses and so much more. 

Learning outcomes

  • Efficiently utilise Xero software for accurate accounting and bookkeeping tasks.
  • Apply principles of accounting and finance to analyse financial data effectively.
  • Manage bookkeeping tasks and financial records with precision and accuracy.
  • Administer HR, payroll, PAYE, and tax processes proficiently within regulatory frameworks.
  • Understand the fundamentals of VAT and its implications on financial transactions.
  • Demonstrate proficiency in tax accounting principles and compliance requirements.
  • Manage pension schemes, ensuring compliance with regulatory standards and legal requirements.
  • Utilise Sage 50 Accounts software for comprehensive financial management and reporting.
  • Conduct financial analysis to evaluate business performance and make informed decisions.
  • Implement financial management fundamentals to optimise financial resources and achieve organisational goals.

Why choose this course

  • Affordable, Accessible, informative and well-structured study materials
  • Earn a globally recognised accredited qualification
  • Study in your own time, at your own pace, through any device
  • Benefit from feedback through mock exams and multiple-choice assessments
  • Excellent career advancement/career switch opportunities
  • Get 24/7 help or advice from our email and live chat teams

Who is this course for

  • Aspiring accountants and finance professionals seeking comprehensive training in accounting and bookkeeping principles.
  • Small business owners and entrepreneurs aiming to manage their financial records and processes efficiently.
  • HR professionals responsible for managing payroll, PAYE, and tax obligations within their organisations.
  • Individuals interested in gaining a foundational understanding of VAT and tax accounting principles.
  • Anyone looking to enhance their skills in financial analysis and management for career advancement opportunities.

Entry requirements

This course is available to learners of all academic backgrounds, but you must be 16 or above to undertake the qualification.

Apart from that, all you need is an internet connection, a good understanding of English and a passion for learning.

Certification

CPD Certificate of Achievement from Janets

Upon successful completion of the course, you will be able to obtain your course completion e-certificate through e-mail. 

A hard copy certificate by post is also available at an additional cost of £15.99, and a PDF certificate is £9.99.

Career path

  • Accountant
  • Bookkeeper
  • Payroll Administrator
  • Tax Advisor
  • Financial Analyst
  • Finance Manager

Course Curriculum

Xero Accounting And Bookkeeping Training
Module 01: Getting Prepared - Access the software and course materials
Introduction To The Course And Your Tutor 00:04:00
Activating Your Free Trial With Xero 00:02:00
Module 02: Getting started
Signing Up For The Free Trial 00:04:00
Instruction of Updated Xero Accounting Software 00:00:00
Create The Organisation 00:08:00
The Ficticious Scenario 00:02:00
Module 03: Setting up the system
Add Bank Accounts To The System 00:14:00
Enter Opening Balances 00:07:00
Opening Trial Balance 00:01:00
Module 04: Nominal ledger
Amend The Nominal Ledger 00:06:00
Chart Of Accounts Report 00:01:00
Module 05: Customers & Suppliers
Enter customers 00:07:00
Entering suppliers 00:06:00
Reporting Customer And Supplier Information 00:02:00
Module 06: Sales ledger
Enter Invoices 00:07:00
Invoicing tips – adding logo, repeat billing 00:09:00
Entering Invoices 6574 to 6610 00:16:00
Post Supplier Credit Notes 00:04:00
Aged Debtors 00:02:00
Module 07: Suppliers
Post Supplier Invoices 00:10:00
Enter suppliers invoices 6028 onwards 00:14:00
Enter More Supplier Invoices No 4308 Onwards 00:06:00
Credit Notes Suppliers 00:02:00
Aged Creditors Info 00:05:00
Module 08: Purchases ledger
Reciepts from Customers 00:10:00
Apply Customer Credit Notes 00:05:00
Module 09: Sundry payments
Post Supplier Cheques 00:08:00
Apply Supplier Credit Notes 00:03:00
Print List Of Bank Receipts And Payments 00:01:00
Module 10: Petty Cash
Add Petty Cash Transactions – Week 1 00:16:00
Add Petty Cash Transactions – Week 2 00:12:00
Add Petty Cash Transactions – Week 3 00:07:00
Add Petty Cash Transactions – Week 4 00:09:00
Imprest System on Petty Cash 00:04:00
Print a Copy of Petty Cash Receipts and Payments 00:01:00
Module 11: Bad Debt
Writing Off A Bad Debt – Print Customer Statement 00:02:00
Write Off A Bad Debt 00:09:00
Module 12: Credit Card
Reconcile The Credit Card Statement 00:09:00
Module 13: Bank Reconciliation
Bank Statement As A CSV File 00:27:00
Bank Statement Closing Balances 00:11:00
Reconcile The Petty Cash 00:06:00
Module 14: Payroll / Wages
Wages And Salaries 00:09:00
Post The Wages Journal 00:04:00
Report Wages Journal 00:02:00
Payday 00:11:00
Pay The Two Staff 00:05:00
Module 15: VAT - Value Added Tax
Depreciation 00:04:00
Vat Return 00:12:00
Module 16: Reports
Month End Reports PnL, BS, TB 00:03:00
Module 17: Payroll unit
Using Payroll 00:12:00
Setting Up Employees 00:10:00
Running Payroll – An Example 00:14:00
Module 18: Conclude
Recap And Next Steps 00:06:00
What happens next 00:02:00
Accounting And Finance
Module 19: Accounting And Finance - 01
Accounting for Beginners Promo 00:01:00
Introduction 00:03:00
First Transactions 00:05:00
T Accounts introduction 00:03:00
T-Accounts conclusion 00:03:00
Trial Balance 00:02:00
Income statement 00:19:00
Balance Sheet 00:21:00
Module 20: Accounting And Finance - 02
Balance Sheet Variations 00:03:00
Accounts in practise 00:00:00
Balance Sheets what are they 00:04:00
Balance Sheet Level 2 00:03:00
Income Statement Introduction 00:06:00
Are they Expenses, or Assets 00:03:00
Accounting Jargon 00:02:00
Module 21: Accounting And Finance - 03
Accruals Accounting is Fundemental 00:03:00
Trial Balance 3 days ago More 00:04:00
Fixed Assets and how it is shown in the Income Statement 00:03:00
Stock movements and how this affects the financials 00:03:00
Accounts Receivable 00:03:00
How to calculate the Return on Capital Employed 00:05:00
Chris Moore – 21. Transfer Pricing – International Rules 00:02:00
Bookkeeping And Financial Accounting
Module 22: Introduction to the course
Introduction 00:02:00
Module 23: Bookkeeping systems
Manual System 00:07:00
Computerised Systems 00:10:00
How it Fits Together 00:08:00
Module 24: The functionality of bookkeeping
Ledgers 00:10:00
Trial Balance and Coding 00:10:00
PNL Account and Balance Sheet 00:04:00
Module 25: On a personal note
AILE Personal 00:05:00
Module 26: **Accounting Skills **
Course Overview 00:05:00
Getting the Facts Straight 00:30:00
The Accounting Cycle 00:30:00
The Key Reports 00:30:00
A Review of Financial Terms 00:30:00
Understanding Debits and Credits 00:15:00
Your Financial Analysis Toolbox 00:30:00
Identifying High and Low Risk Companies 00:30:00
The Basics of Budgeting 00:30:00
Working Smarter 00:10:00
HR, Payroll, PAYE, TAX
Module 27: Introduction to Human Resource
Introduction to Human Resources 00:17:00
Module 28: Employee Recruitment and Selection Procedure
Employee Recruitment and Selection Procedure 00:32:00
Module 29: Employee Training and Development Process
Employee Training and Development Process 00:22:00
Module 30: Performance Appraisal Management
Performance Appraisal Management 00:19:00
Module 31: Employee Relations
Employee Relations 00:14:00
Module 32: Motivation and Counselling
Motivation and Counselling 00:19:00
Module 33: Ensuring Health and Safety at the Workplace
Ensuring Health and Safety at the Workplace 00:17:00
Module 34: Employee Termination
Employee Termination 00:15:00
Module 35: Employer Records and Statistics
Employer Records and Statistics 00:11:00
Module 36: Essential UK Employment Law
Essential UK Employment Law 00:26:00
Introduction To VAT
Module 37: Understanding VAT
Understanding VAT 00:36:00
Module 38: VAT Terminology and Calculation
VAT Terminology and Calculation 00:35:00
Module 39: VAT Taxable Persons
VAT Taxable Persons 00:46:00
Module 40: VAT Registration
VAT Registration 00:40:00
Module 41: VAT Rates
VAT Rates 00:32:00
Module 42: Invoicing and Records
Invoicing and Records 00:27:00
Module 43: VAT Application in Goods, Services and Vehicles
VAT Application in Goods, Services and Vehicles 00:31:00
Module 44: Supply
Supply 00:43:00
Module 45: The VAT Return
The VAT Return 00:25:00
Module 46: Tips on VAT Compliance
Tips on VAT Compliance 00:21:00
Module 47: VAT Exemptions and Zero-Rated VAT
VAT Exemptions and Zero-Rated VAT 00:39:00
Module 48: Miscellaneous VAT Issues and Penalties
Miscellaneous VAT Issues and Penalties 00:41:00
Module 49: Making Tax Digital
Making Tax Digital 00:26:00
Tax Accounting
Module 49: Tax System and Administration in the UK
Tax System and Administration in the UK7 00:25:00
Module 50: Tax on Individuals
Tax on Individuals7 00:23:00
Module 51: National Insurance
National Insurance7 00:13:00
Module 52: How to Submit a Self-Assessment Tax Return
How to Submit a Self-Assessment Tax Return7 00:12:00
Module 53: Fundamentals of Income Tax
Fundamentals of Income Tax7 00:22:00
Module 54: Advanced Income Tax
Advanced Income Tax7 00:45:00
Module 55: Payee, Payroll and Wages
Payee, Payroll and Wages7 00:18:00
Module 56: Capital Gain Tax
Capital Gain Tax7 00:32:00
Module 57: Value Added Tax
Value Added Tax7 00:24:00
Module 58: Import and Export
Import and Export7 00:24:00
Module 59: Corporation Tax
Corporation Tax7 00:17:00
Module 60: Inheritance Tax
Inheritance Tax7 00:34:00
Module 61: Double Entry Accounting
Double Entry Accounting7 00:11:00
Module 62: Management Accounting and Financial Analysis
Management Accounting and Financial Analysis7 00:14:00
Module 63: Career as a Tax Accountant in the UK
Career as a Tax Accountant in the UK7 00:16:00
Pension
Module 64: Overview of the UK Pension system
Overview of the UK Pension system 00:16:00
Module 65: Type of Pension Schemes
Type of Pension Schemes 00:22:00
Module 66: Pension Regulation
Pension Regulation 00:35:00
Module 67: Pension Fund Governance
Pension Fund Governance 00:24:00
Module 68: Law and Regulation of Pensions in the UK
Law and Regulation of Pensions in the UK 00:20:00
Module 69: Key Challenges in UK Pension System
Key Challenges in UK Pension System 00:16:00
Sage 50 Accounts
Module 70: Sage 50 Accounts
Sage 50 Accounts – Coursebook 00:00:00
Introduction and TASK 1 00:17:00
TASK 2 Setting up the System 00:23:00
TASK 3 a Setting up Customers and Suppliers 00:17:00
TASK 3 b Creating Projects 00:05:00
TASK 3 c Supplier Invoice and Credit Note 00:13:00
TASK 3 d Customer Invoice and Credit Note 00:11:00
TASK 4 Fixed Assets 00:08:00
TASK 5 a and b Bank Payment and Transfer 00:31:00
TASK 5 c and d Supplier and Customer Payments and DD STO 00:18:00
TASK 6 Petty Cash 00:11:00
TASK 7 a Bank Reconnciliation Current Account 00:17:00
TASK 7 b Bank Reconciliation Petty Cash 00:09:00
TASK 7 c Reconciliation of Credit Card Account 00:16:00
TASK 8 Aged Reports 00:14:00
TASK 9 a Payroll 00:07:00
9 b Payroll Journal 00:10:00
TASK 10 Value Added Tax – Vat Return 00:12:00
Task 11 Entering opening balances on Sage 50 00:13:00
TASK 12 a Year end journals – Depre journal 00:05:00
TASK 12 b Prepayment and Deferred Income Journals 00:08:00
TASK 13 a Budget 00:05:00
TASK 13 b Intro to Cash flow and Sage Report Design 00:08:00
Financial Analysis
Module 71: Introduction
Financial Statement Analysis Objectives 00:02:00
Financial Analysis Methods in Brief 00:10:00
Ratio Analysis 00:02:00
Module 72: Profitability
Gross Profit Operating Margin Ratios 00:10:00
Net Profit Expense Control Ratios 00:05:00
Class Room Discussion for some other expenses 00:07:00
Use of Profitability Ratio to Understand Competitive advantage and Business Models 00:08:00
Module 73: Return Ratio
Return on Assets and Fixed Assets 00:11:00
Return on Capital Employed 00:08:00
Case Study Analysis of three telecom companies 00:15:00
Cautions for using return ratios on face value 00:04:00
Ratios which help to understand how efficiently assets are used 00:17:00
How we measure utilisation of assets not recorded in Balance Sheet 00:09:00
Module 74: Liqudity Ratio
Liquidity Ratio to understand Risk inherent in companies 00:05:00
Long Term Liquidity Ratios 00:06:00
Module 75: Operational Analysis
Financial Analysis Measure meant to understand efficiency in other operations 00:04:00
Summarise – Ratios use for operational analysis 00:03:00
Dupont Analysis to understand opportunities in optimising return on equity 00:04:00
Module 76: Detecting Manipulation
Detecting Manipulation in accounts – Fake Sales 00:11:00
Detecting Manipulation – Wrong Depreciation and others 00:06:00
Pricing Decisions 00:07:00
How to make Capex Decisions 00:05:00
Financial Management Fundamentals
Module 77: Introduction To Financial Management
Introduction To Financial Management 00:10:00
Module 78: Fundamentals Of Budgeting
Fundamentals Of Budgeting 00:10:00
Module 79: The Balance Sheet
The Balance Sheet 00:15:00
Module 80: The Income Statement
The Income Statement 00:12:00
Module 81: The Cash Flow Statement
The Cash Flow Statement 00:14:00
Module 82: Statement of Stockholders Equity
Statement of Stockholders Equity 00:12:00
Module 83: Analysing and Interpreting Financial Statements
Analysing and Interpreting Financial Statements 00:50:00
Module 84: Inter-relationship between All the Financial Statements
Inter-relationship between All the Financial Statements 00:16:00
Module 85: International Aspects of Financial Management
International Aspects of Financial Management 00:28:00
Order Your Certificates & Transcript
Order your Certificates & Transcripts 00:00:00

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  • Level
  • Certificate Yes
  • Units 193
  • Quizzes 0
  • Duration 1 day, 17 hours
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Frequently asked questions

Can’t find the anwser you’re looking for ? Reach out to customer support team.

Are there any prerequisites for taking the course?

There are no specific prerequisites for this course, nor are there any formal entry requirements. All you need is an internet connection, a good understanding of English and a passion for learning for this course.

Can I access the course at any time, or is there a set schedule?

You have the flexibility to access the course at any time that suits your schedule. Our courses are self-paced, allowing you to study at your own pace and convenience.

How long will I have access to the course?

For this course, you will have access to the course materials for 1 year only. This means you can review the content as often as you like within the year, even after you've completed the course. However, if you buy Lifetime Access for the course, you will be able to access the course for a lifetime.

Is there a certificate of completion provided after completing the course?

Yes, upon successfully completing the course, you will receive a certificate of completion. This certificate can be a valuable addition to your professional portfolio and can be shared on your various social networks.

Can I switch courses or get a refund if I'm not satisfied with the course?

We want you to have a positive learning experience. If you're not satisfied with the course, you can request a course transfer or refund within 14 days of the initial purchase.

How do I track my progress in the course?

Our platform provides tracking tools and progress indicators for each course. You can monitor your progress, completed lessons, and assessments through your learner dashboard for the course.

What if I have technical issues or difficulties with the course?

If you encounter technical issues or content-related difficulties with the course, our support team is available to assist you. You can reach out to them for prompt resolution.

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