DON’T FORGET: Documents for your accountant


Remember to provide all the relevant documents we will need to put together your financial statements for the year.

Have you got these ready?

  1. Information on shares/investments
  2. Details on mixed-use holiday home income
  3. Up-to-date vehicle logbooks
  4. Information on cryptocurrency trades
  5. Insurance documents
  6. Up-to-date information on mortgage interest
  7. Rates bills
  8. Power bills
  9. Repair and maintenance receipts
  10. Phone bills

Posted on 15 Mar 2024, under Tax.