Sending Information

In order for us to complete your accounts accurately and effectively, you need to ensure you send us all data relevant to the business. This list is not exhaustive, but should give a decent indication of the types of documents you may need to send us.

  • Invoices & credit notes
  • Supplier statements
  • Bank, business credit card & loan statements
  • Credit/Loan agreements
  • Completion statements
  • Summary of daily sales (but not till rolls)
  • Fruit machine dockets
  • HMRC correspondence relevant to taxes & MGD
  • Companies House correspondence

In addition, should we provide you with self assessment services, we’ll need details of any and all income you have during a tax year. This may include, though is not limited to:        

  • P60s or P45s from employment or pensions
  • Property income & expenditure
  • Accounts or tax computations for other business interests
  • Details of any dividends received
  • Any interest received

Basically, any form of income you have should be included.

We recommend you use to share this information with us digitally. If you send it from a designated email address, it will automatically be assigned to your business so that our team can process it, otherwise you need to ensure the first five characters of the subject are your account number.

If you choose to send items by post, please provide paperwork free of any staples or clips, unfolded and in good health. This will help ensure efficient processing. In extreme cases there may be a charge levied for poor administration. Please do not send till rolls as we do not require these. Our address is

Suites B, C & D
The Quadrant
99 Parkway Avenue
S9 4WG