Year-end preparation
Common records to gather before accounts preparation begins.
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Sample checklists and explainers designed to help you prepare for an accounting conversation. They are general information, not professional advice.
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Start with the right information.
Monthly bookkeeping routine
A simple month-end pattern for documents, bank records and reconciliations.
Download checklistQuestions for your accountant
Prompts covering reporting, tax, cash, deadlines and process.
Download questionsVAT records
A sample monthly document routine to keep VAT information easier to review.
Download guidePayroll information
A checklist for starters, leavers, pay changes and monthly payroll inputs.
Download guideFinance deadline planner
A blank annual template for your confirmed company and tax dates.
Download planner
Small routines compoundRegular record-keeping can make year-end preparation much easier.
Practical habits
Make year end easier by doing a little earlier.
- Capture invoices and receipts regularly.
- Reconcile bank and card accounts before reporting.
- Keep a calendar of confirmed filing and payment deadlines.
- Write down unusual transactions while the context is still fresh.
- Keep tax correspondence and supporting evidence together.
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