Year-end tax finalisation checklist
Every document and report to have ready before finalisation, tickable as you go.
The files we actually work from for clients, not a collection scraped together. Download one, adapt it to your business and use it.
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Every document and report to have ready before finalisation, tickable as you go.
What inspectors usually ask for, and the order to file it in so you can find it fast.
The basic ledgers for a business not yet on software, enough to reconcile and report.
Track invoices by period, total the VAT automatically and flag ones missing paperwork.
Payroll with insurance and personal income tax built in, on the five-band 2026 schedule.
Daily and hourly attendance, rolling up into the payroll sheet.
A model contract, annotated where a clause affects income tax or compulsory insurance.
What to prepare and in what order, from choosing a name to initial tax registration.
Monthly, quarterly and annual filing dates to tick off as they are submitted.