I have just logged in and seen your post. I really surprised that no one has answered. I think this may be because it is a huge question that requires quite a bit of time. I think most of the bookkeepers are very stretched at the moment with MTD including myself. ICB is a great community but I think some of the members are using their local Branch Facebook page more than the forum which is a shame I think both should be used.
I hope you are enjoying your second child. Can I recommend you attend your local branch and I am sure they will be happy to help. Try and join your local ICB Facebook page. You can ring ICB for this so they can invite you and recommend which one is your local.
Ring the ICB memberships services and ask them to help you. You may not have access to the practice area until you apply for practice licence. This area is very useful.
The main obligations
are 1) Practice Licence 2) PI Insurance 3) MLR AML
Thank you Sarah. Yes I probably should have been more specific in my question. My main concern is missing an important piece of paperwork or something that I need to complete for each client. I have been doing a lot of reading of the ICB site but there's so much to take in! Going to go back over it all and hopefully make a checklist so I know exactly what needs to be completed and in what order.
I joined my local facebook group last week and attended my first branch meeting too. Hopefully I'll be able to attend more.
I have my practice licence and my PI Insurance, it's the MLR AML that I need to look at and fully understand.
Thank you again for responding :)