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Learn how overdrawn balances create tax and compliance risks
Master structured accounting-firm methodologies
Build fully evidenced DLA review and escalation systems
About the Guide
Written by Grace Bartley BSc (Hons), ACCA — Tax & Property Expert and Founder of Tap In Academy — this advanced Director Loan Account compliance and tax-risk framework teaches learners how to identify, calculate, monitor, escalate, and evidence DLA risks while maintaining fully HMRC-defensible working-paper systems and Companies Act-compliant review controls. Learn about overdrawn DLAs, Section 455 tax exposure, Benefit in Kind risks, repayment deadlines, unsupported dividend documentation, and more.
About the Creator
Grace Bartley, a Tax & Property Expert and Founder of Tap In Academy, shares her expertise in this guide. Gain insights on DLA monitoring, structured risk-management, and operational governance workflows within modern UK accounting firms.
What People Are Saying
Discover how this guide is transforming the way accounting professionals approach Director Loan Accounts and tax-risk management.
"This is one of the strongest Director Loan Account compliance systems I’ve seen for trainee accountants and accounts teams. It explains complex Section 455 risk in a very practical and operational way."
Corporate Tax Risk Manager
"A very strong operational framework for firms managing owner-managed businesses and director compliance issues. The escalation systems and risk-flagging logic are particularly valuable."
Practice Governance & Compliance Director
"The overdrawn-loan and repayment-monitoring sections are exceptionally valuable. It helps trainees understand the exact risks firms monitor before Corporation Tax filing deadlines."
Senior Business Tax Consultant
"This is one of the strongest Director Loan Account compliance systems I’ve seen for trainee accountants and accounts teams. It explains complex Section 455 risk in a very practical and operational way."
Corporate Tax Risk Manager
"The overdrawn-loan and repayment-monitoring sections are exceptionally valuable. It helps trainees understand the exact risks firms monitor before Corporation Tax filing deadlines."
Senior Business Tax Consultant
"A very strong operational framework for firms managing owner-managed businesses and director compliance issues. The escalation systems and risk-flagging logic are particularly valuable."
Practice Governance & Compliance Director
Take Control of Director Loan Accounts
Download now to strengthen DLA monitoring, improve compliance controls, and implement structured DLA-risk management systems used within professional UK accounting practices.
£79.00