Prepared by DJB Accounting • 11 November 2026
Begin with your bookkeeping
If your records are in accounting software, tell us which system you use and whether it is up to date. We can agree access and ask for the supporting records that fill the gaps.
A useful starting checklist
- Business bank statements covering the accounting period and the year-end balance.
- Sales and purchase records, including invoices still unpaid at the year end.
- Payroll reports, pension information and tax balances.
- Details of stock, equipment purchases and disposals.
- Loan, lease and hire purchase statements and agreements.
- Director’s loan transactions and personal payments through the business.
- The previous approved accounts and details of changes in the business.
Tell us about unusual transactions
Large one-off payments, grants, connected party transactions, property changes and new financing may need separate supporting documents. Tell us about them early so we can request the right evidence.
Share documents securely
Contact us to agree the secure route for your records. Please do not put bank details, identity documents, payroll files or tax reference numbers into the general website enquiry form.