Gather your records early
Bank statements, invoices, receipts, and any HMRC correspondence are easiest to locate before the year-end rush. Setting aside an hour now to gather what you'll need saves considerably more time later.
Reconcile as you go
If your bookkeeping has fallen behind during the year, this is the moment to catch it up. Reconciled records make everything that follows—tax calculations, filings, any advice we give you—faster and more accurate.
Review income and expenses for anything unusual
A one-off grant, an asset sale, or a change in trading pattern can all affect your tax position. Flag anything out of the ordinary so it can be treated correctly.
Check upcoming deadlines
Self-assessment, corporation tax, and VAT deadlines don't move to suit you. Confirm the dates that apply to your business well in advance, so filing becomes a scheduled task rather than a scramble.
Talk to us before, not after
Many tax planning opportunities depend on action taken before your year-end, not after it. A conversation a few weeks ahead of time gives us room to help; the same conversation after the year has closed often doesn't.
