GREENACRES ACCOUNTANCY
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.

General preparation information, not personal tax advice.
https://greenacresaccountancy.co.uk/resources
info@greenacresaccountancy.co.uk
07985 669 155