In order to complete your yearend accounts, please provide the following information where applicable. These can be dropped off to our offices (feel free to book a meeting here), emailed electronically or uploaded to our client portal.
- Sales invoices
- Purchase invoices
- Loose receipts
- Bank statements for all business bank accounts
- PayPal Statements
- Business credit card statements
- Cashbook
- Cheque books / paying in stubs
- Value of stock at year end
- Value of work in progress at year end
- Loan statements
- Lease/HP Agreements for new assets financed.
- If relevant, VAT Workings to support Returns.
- Payroll records and P11Ds (if we do not prepare)
- Any other relevant information