What Data & Info Is Required
When Submitting Your Work To Us?

A Quick Guide About What Info To Provide To Us And How To Provide It. Remember! The More you Tell Us, The More We Can Do For You...

Turning Paperwork Into Tax Savings Is Our Business...

Overview

This page will give you all the detail you need so that you can submit the required paperwork to us and minimise delay and queries.

Time Period

The time period we require records for depends on your entity type and whether we undertake your vat return submissions. Generally speaking you will fall into one of these categories:

If Vat Registered:

Sole Traders & Partnerships

We require your records for the vat period we are currently working on. For confirmation please call us.

Limited Companies

We require the records for the vat period we are working on. If you need to confirm what dates this covers, please call us.

Not Vat Registered:

Landlords & Sole Traders

We require your paperwork, data & records from 1 April to 31 March for the relevant tax year. For instance the 20/21 tax year covers 1 April 2020 to 31 March 2021.

Limited Companies

We require the records for your full financial year provided to us asap after the last day of your financial year. If you are not sure of what dates this covers please call us.

Vat Deadlines

If you are Vat registered and are required to submit vat returns every quarter then please click on the vat quarters that relate to your business. This will then display all relevant deadlines and payment dates.

Vat Quarters Ending: Jan-Apr-Jul-Oct
Vat Quarters Ending: Feb-May-Aug-Nov
Vat Quarters Ending: Mar-Jun-Sep-Dec

Organising Your Paperwork

This section will give you detail on how to quickly and efficiently organise your paperwork for delivery to us. This keeps your fees down as it saves masses of our time!

What To Provide To Us
How Organised Should It Be?
Business Name

Bank Statements

We require bank statements in "CSV" or "Spreadsheet" format (Not to be confused with "PDF" format). All online internet banking facilities offer the CSV option. This keeps your fees low and accuracy at the highest possible level.

The instructions for downloading this file are below. Click the "+" sign next to your bank for details on how to do the download.

Bank Of Scotland
Barclays Bank
Clydesdale Bank
Co-Operative Bank
Lloyds Bank
Royal Bank Of Scotland
Santander

Income

To learn more about the income details we require regarding your Limited Company or Sole Trader, click the "+" sign to the beside each item.

Sales Invoices
Recharged Expenses
Sales Credit Notes

Cost Of Sales

To learn more about the cost of sales detail we require regarding your Limited Company or Sole Trader, click the "+" sign beside each item.

Opening Stock Valuation
Purchase Invoices
Stock Write Off
Work In Progress
Sub-Contractors
Tools
Closing Stock Valuation
Goods Taken For Own Use

Staff Costs

To learn more about the staff costs detail we require regarding your Limited Company or Sole Trader, click the "+" sign beside each item.

Wages
Staff Training Courses
Staff Xmas Meal
HR Cover

Office Costs

To learn more about the office costs detail we require regarding your Limited Company or Sole Trader, click the "+" sign beside each item.

Rent
Rates
Heat & Light
Insurance
Phone & Comms
Alarm & CCTV
Adverts & Marketing
Other Office Costs

Vehicle Costs

To learn more about the vehicle costs detail we require regarding your Limited Company or Sole Trader, click the "+" sign beside each item.

Fuel
Insurance & Road Licence
Repairs & Servicing
Vehicle Hire
Vehicle Purchase

Travel Costs

To learn more about the travel costs detail we require regarding your Limited Company or Sole Trader, click the "+" sign beside each item.

Mileage
Accomodation
Meals
Entertainment

Finance Costs

To learn more about the finance costs detail we require regarding your Limited Company or Sole Trader, click the "+" sign beside each item.

Loan Statements
Credit Card Statements
HP Loan Documents

Professional Fees

To learn more about the professional fees detail we require regarding your Limited Company or Sole Trader, click the "+" sign beside each item.

Accountants Fees
Solicitors Fees
Specialist Fees

Assets

To learn more about the assets detail we require regarding your Limited Company or Sole Trader, click the "+" sign beside each item.

Vehicles
Fixtures & Fittings
Plant & Machinery
Office Equipment

Misc Costs

To learn more about the misc detail we require regarding your Limited Company or Sole Trader, click the "+" sign beside each item.

Other Income
Other Expenses
Cash In Transit
Lease Agreements
Loan Agreements
Capital Introduced

Personal Costs

To learn more about the personal detail we require regarding your Limited Company or Sole Trader, click the "+" sign beside each item.

For any Directors or Shareholders whose tax returns we undertake, we shall also require the following;

P60 / P45
P11D
Student Loan
Other Incomes
State Benefits

Landlords

To learn more about the detail we require from landlords, click the "+" sign beside each item.

Basic Property Detail Required
Rental Income
Mortgage Interest & Product Fees
Related Loans
Agent Fees
Repairs & Maintenance
Travel Costs
Utilities
Other Costs
Selling Your Rental Property? Read This!
Other Data We Need

Other Info

Please be sure to tell us about ALL of your taxable activities, some of these are:

  • All income as a sole trader, partnership or via a Ltd Co
  • All employment income, employment expenses and employment benefits including P11d
  • Dividends, bank interest, student loans
  • All rental income, rent a room and commercial lettings
  • Payments into private pensions
  • Payments from private pensions
  • Foreign income
  • Foreign rental properties
  • CIS tax paid
  • Any other item requiring to be declared to HMRC

Note: The list of things we can ask for is literally endless, so please give thought to all items that are declarable to HMRC.