We've put together a set of checklists to help you get your records ready for us. Complete the relevant ones and send them through along with your documents — the more organised everything is when it arrives, the faster we can get your accounts turned around. Download the checklists below.
Business checklist for companies and unit trusts, download here.
Business checklist for partnerships and sole traders, download here.
Business checklist for trusts, download here.
Personal checklist, download here.
Rental schedule, download here.
Working for families tax credits checklist, download here.
