“Sending your accounting records promptly after your year-end allows us to prepare your accounts efficiently, meet HMRC and Companies House deadlines, and identify tax-saving opportunities early. The sooner we receive your information, the sooner we can provide accurate figures, proactive advice, and peace of mind that everything is handled on time.”

— Nigel Holland, Chartered Accountant

To prepare your financial statements efficiently and ensure all deadlines are met for HMRC and Companies House, we require your accounting records as soon as possible after your year-end. Prompt submission of records not only helps us complete your accounts on time but also allows us to identify tax-saving opportunities early and provide proactive advice to improve your financial position.

Providing your information quickly means we can:

• • Complete your annual accounts and tax returns well before filing deadlines.

  • Avoid HMRC or Companies House late filing penalties.

  • Review your figures and offer early tax planning strategies to reduce liabilities.

  • Produce management accounts and forecasts to assist with business decisions.

  • Ensure full compliance with VAT, PAYE, CIS, and Corporation Tax obligations.

  • Highlight opportunities to improve cash flow and profitability.

We encourage clients to send their records by email, as this is the fastest and most secure method. The following formats are accepted:

• • Bank statements in PDF or CSV format (downloaded from your online banking).

  • Accounting software backups or exports from Sage, QuickBooks, or KashFlow.

  • Excel spreadsheets detailing income, expenses, and bank reconciliations.

  • Manual records, provided they are clearly organised with invoices, receipts, and bank statements.

  • For clients using KashFlow, please ensure that all transactions are reconciled and bank feeds are up to date before sending.

If you are unsure what information to provide, please contact us and we will supply a tailored records checklist suitable for your business type — whether you are a sole trader, partnership, or limited company.

To protect your data, please avoid sending confidential information through unsecured channels. If your records include sensitive documents or large files, we can provide a secure upload link or encrypted email option for added security.

By sending your records early, you’ll benefit from:

• • Faster turnaround times and early access to your draft accounts.

  • The ability to plan for upcoming tax payments and cash-flow needs.

  • Reduced pressure as deadlines approach.

  • Peace of mind knowing your compliance obligations are being handled promptly and professionally.

For full guidance, including how and when to submit your information securely, please visit:
How to Send Your Records to Us – and When to Do It
Holland & Co Chartered Accountants
102 Widnes Road, Widnes, Cheshire, WA8 6AX
Tel: 0151 420 6666
Email: nigel@hollandandcompany.co.uk