Practical checklists to help organise your records, alongside links to official UK business guidance.
Starting outStarting a business
A short checklist for your first conversation with an accountant.
- Describe your business activity and plans.
- List business owners and the structure you are considering.
- Prepare expected income, costs and funding needs.
- Identify the records and software you will use.
- Discuss registrations and reporting duties with your accountant.
Read the GOV.UK guide ↗
Personal taxSelf Assessment preparation
Gather the information relevant to your own return.
- Your UTR and National Insurance number.
- Employment and pension income records, where relevant.
- Business or property income and expense records.
- Other income, gains, pension contributions and donations.
- Prior returns and correspondence from HMRC.
Read the GOV.UK guide ↗
Business recordsCompany accounts preparation
A practical starting point for organising your company records.
- Bank statements and reconciliations.
- Sales invoices, purchase bills and expense receipts.
- Payroll, VAT and loan records, where relevant.
- Details of assets, stock, amounts owed and owing.
- Previous accounts and questions for your accountant.
Read the GOV.UK guide ↗
These checklists help you prepare a conversation; the records required depend on your circumstances. Official guidance opens in a new tab.
Make these resources work for your business.
Talk to Taxwell for support tailored to your accounts, tax and plans.
Request a quote ↗
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