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Answer four questions and create a tailored discussion checklist, without entering financial figures.
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Filing dates: where to start
Understand the difference between accounting, return and payment dates, with links to official sources.
Open the filing guide →Switching accountants checklist
Agree the incoming and outgoing responsibilities before changing arrangements.
- List urgent dates and outstanding accounts, returns, VAT and payroll work.
- Review your existing engagement, notice terms and outstanding fees.
- Agree the new scope, fee, start date and responsibilities in writing.
- Authorise a professional handover and identify missing records.
- Arrange software access through authorised invitations, never shared passwords.
- Confirm who will complete work in progress and meet each approaching date.
- Check the records received and agree next steps. Review old access only after responsibilities transfer.
Records for your first accounting review
Prepare a summary first. Do not send these documents through the website form; agree a secure sharing method.
- Business structure, trading activity and accounting periods.
- Previous accounts and returns, plus relevant official correspondence.
- Business bank statements, reconciliations and payment-provider records.
- Sales invoices, purchase invoices, expenses and receipts.
- Asset purchases, borrowing and finance records where relevant.
- Payroll, VAT, subcontractor or rental records where relevant.
- Known deadlines, missing records and questions for the accountant.
Need a checklist for your business type? Visit our service directory. These resources help you prepare; they do not replace a review of your circumstances.