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

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