---
title: When to contact us vs when to handle it yourself
description: When to contact us vs when to handle it yourself
---
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1. [Accounting Service](https://help.1stformations.co.uk/accounting-service?hsLang=en-gb)
2. [Bookkeeping Basics](https://help.1stformations.co.uk/accounting-service/bookkeeping-basics?hsLang=en-gb)
3. [Managing Receipts and Best Practice](https://help.1stformations.co.uk/accounting-service/bookkeeping-basics?hsLang=en-gb#managing-receipts-and-best-practice)
# When to contact us vs when to handle it yourself
## How when to handle tasks independently in Xero and when to ask us for help
Knowing which tasks to handle independently and which ones need our involvement helps you stay efficient and compliant.
### Handle yourself
- Raising and approving sales invoices
- Entering supplier bills and attaching documents
- Weekly bank reconciliation for routine transactions
- Chasing customer payments for outstanding invoices
- Photographing and attaching receipts
### Always contact us
- Any transaction from an overseas supplier not yet set up in Xero
- An unusual or one-off transaction you are unsure how to categorise
- Any correction to a transaction in a period where a VAT return has been submitted
- Any HMRC communication, penalty notice, or compliance query
đź’ˇ **Good to know:** If in doubt, ask. A two-minute email to us is much better than coding a transaction incorrectly and having it affect six months of VAT returns.
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