Get the records together before the deadline does.

Twelve categories to review before an annual accounts or tax-return conversation. No email gate and no documents to upload.

How to use it

Mark what exists, what is missing and what needs explaining.

The exact requirements vary by business. This list is a preparation aid, not tax advice or confirmation that an expense is deductible.

01
Business bank records
Statements for every business account and a note of any business transactions paid personally.
02
Sales and income
Invoices, till summaries, platform statements and income not paid into the main account.
03
Purchases and expenses
Supplier invoices and receipts, grouped consistently and kept separate from personal spending.
04
Tools, equipment and assets
Details of significant purchases, sale dates, finance agreements and trade-ins.
05
Vehicle and travel
Costs, mileage evidence and a reasonable explanation of business versus private use.
06
VAT records
Returns, workings, invoices and explanations for unusual or cross-border transactions.
07
RCT records
Contract notifications, payment notifications and deduction information where relevant.
08
Payroll
Payroll reports and employer records. Never send employee details through the website form.
09
Loans and finance
Year-end statements showing balances, interest and repayments.
10
Stock and work in progress
A year-end count or reasonable valuation method where the business holds materials or unfinished work.
11
Prior filings and correspondence
Last accounts, tax returns and a note of any open Revenue or CRO issue.
12
The questions you need answered
Write down the decisions, deadlines or figures you do not understand so the work remains useful.

Ready to clarify the scope?

Use the enquiry form for a brief outline only. Secure document handling belongs later in a properly agreed process.