Tech and SaaS accountants
SEIS and EIS accountants: advance assurance, share issue paperwork, compliance statements and investor certificates handled so relief is never lost.
Short answer
An SEIS and EIS accountant confirms the company qualifies, obtains advance assurance from HMRC, checks the share issue is structured correctly, and files the compliance statement that produces the certificates investors need to claim relief.
Written and reviewed by Waqas Sagar Member of ICAEW, Fellow of ACCA, Fellow of AAT, a double graduate and entrepreneur at heart, helping startups grow and serving thousands of businesses nationwide with an excellent team. Published by LimitedCompany.Accountants, 12 London Road, Morden, London SM4 5BQ. Reviewed 12 September 2026 against 2026/27 UK rates and current Companies House and HMRC guidance.
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Advance assurance first
The rules that break relief
After the money lands
An SEIS and EIS accountant confirms the company qualifies, obtains advance assurance from HMRC, checks the share issue is structured correctly, and files the compliance statement that produces the certificates investors need to claim relief.
Advance assurance is HMRC's non binding view that the company and the proposed share issue should qualify. Serious angel investors expect it, and getting it requires a business plan, financials, the proposed structure and details of prospective investors. Allow several weeks.
Shares must be new ordinary shares, fully paid in cash, carrying no preferential rights to assets. Money must be spent on a qualifying trade within the time limit. Investors must not be connected through employment or substantial shareholding for EIS. SEIS must be issued before EIS. A single mistake in the share issue can lose relief for every investor in the round.
Once trading conditions are met, the compliance statement goes to HMRC, which authorises you to issue certificates. Investors cannot claim without them, and delays here are the single most common founder failure after a successful raise.
Rates, thresholds and deadlines quoted here reflect the current UK position and current HMRC and Companies House guidance. Check GOV.UK, or ask us, before relying on them for your own business.
Local help
We work with company directors across London and Surrey from our office at 12 London Road, Morden, London SM4 5BQ. Pick your area, or send the form below and we will call you back.
Google reviews
“Accotax have been our accountants for many years now. We maintained them because of their professionalism. In the last couple of years I have been working with Imran, who has been very professional and helpful in guiding us through the whole process, explaining and clarifying every aspect of it. Very prompt in responding to questions and patient with us even when we seem to be slow.”
“We worked with a few different accountants before finally settling with Accotax, and we're really glad we did. They take the time to understand how our business works and what our needs are. Anum, who looks after our account on a day-to-day basis, including reconciling invoices and preparing the annual accounts, is amazing, professional, efficient, and follows the processes we have put in place together. Accotax has made our accounting experience much smoother and easier. We see them as a long-term partner as our business continues to grow. I would 100% recommend them.”
“I've been working with Accotax since January 2024, and their support has grown alongside my business needs. My personal allocated manager, Umer, provides tailored services for both of my companies, adapting as I expand and ensuring everything runs smoothly. They are responsive, knowledgeable, and always clear in their communication. Their help with accounts, VAT, payrolls, pensions and compliance gives me real confidence and peace of mind.”
Frequently asked
Up to the SEIS company limit in total, with an individual annual investor limit. We confirm the current figures for your round.
Yes, but the SEIS shares must be issued first, on a separate day.
Excluded trades, being too old, too large, or under another company's control are the usual reasons.
Useful reporting commonly includes recurring revenue, gross margin, burn, runway, headcount cost, customer acquisition efficiency and cash collection. The exact set should match the company’s model and the decisions founders and investors make each month.
Cash received in advance is not automatically revenue on day one. The accounting treatment follows what has been delivered under the contract, with the undelivered balance carried forward and reconciled to billing data.
Keep bank statements, sales and platform reports, purchase invoices, payroll records, VAT workings, finance agreements and Companies House correspondence. We confirm the exact list at onboarding and identify gaps before a filing deadline becomes urgent.
The fee depends on transaction volume, record quality, VAT and payroll requirements, historic catch-up and the level of reporting needed. We agree a fixed scope and price before technical work starts, with published packages available on our fees page.
Yes. We request professional clearance, collect the prior records and authorities, check the next Companies House and HMRC deadlines, and give you one clear handover list. The process is normally completed remotely.
Yes. We work through secure cloud records, scheduled reviews and digital approvals, while keeping a named team available by phone, video call and email. Clients can also visit our Morden office by appointment.
We regularly work with Xero, QuickBooks, FreeAgent, Sage and connected sales or expense apps. The right setup depends on transaction volume, integrations and the reports you need, not simply the software brand.
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Pick a time that suits you and a qualified accountant will call you about your company, deadlines and fees.
Appointments run monday to friday, 9:00am to 5:30pm. Your confirmation is emailed straight away.
