What do you need to do my bookkeeping?

We’ll email you at the start of every month to remind you to provide your bookkeeping records. You’ll need to let us know when we have everything you think we’ll need. Usually it’s just the following:

  1. Transactions refreshed/downloaded into your software for all bank accounts (or a CSV file of transactions)
  2. Further details of income/payments/VAT (if not obvious from 1)
  3. Details of any other income receivable or costs incurred for the month e.g. mileage.

You can either email or upload everything to software (e.g. Xero Files, Iris, or a shared Google Drive folder).