WHAT WE'LL NEED

A few things from you. We’ll take it from there.

To prepare your accounts and tax filings accurately, we’ll need the key records and information relating to your company for the year.

  • Business bank statements for the accounting period.

  • Sales invoices, purchase invoices and receipts. These are particularly useful where business expenses were paid from a personal account, another bank account or in cash.

  • Details of amounts paid to employees or directors and hours worked where applicable.

  • Details of money paid into or taken from the company by directors, including expenses paid personally on behalf of the business

  • Details of loans, finance, grants, one-off transactions, business changes or anything you are unsure about.

Paid for something personally?
Keep the invoice or receipt and let us know it was a business expense. That helps us make sure valid costs aren’t missed just because they didn’t pass through the business bank account.