Use these practical checklists as a starting point. After reviewing your circumstances, we will confirm exactly which records are relevant and how to supply them securely.
Consistent records make filings more accurate and help you see how the business is performing.
Update bookkeeping regularly instead of waiting until a deadline is close.
Retain invoices, receipts, statements and explanations for unusual transactions.
Do not send passports, tax references or bank records through an ordinary enquiry form.
Identity and address evidence, National Insurance number or UTR, Companies House authentication details where relevant, VAT and PAYE references, recent accounts and tax returns, and correspondence from HMRC or your previous accountant.
