Checklists
Track your outstanding tasks and requirements
Year End 2023-24
Documents and tasks required for annual accounts preparation
Progress1 of 7 complete
Bank statements (April 2023 - March 2024)
All bank account statements for the financial year
Due 3/15/2024Requires upload
Photo ID (Passport or Driving License)
Current valid photo identification for AML compliance
Due 4/1/2024Requires upload
Proof of address
Utility bill or bank statement dated within last 3 months
Due 4/1/2024Requires upload
Sales invoices and receipts
All sales documentation for the year
Due 4/5/2024Requires upload
Purchase invoices and receipts
All purchase documentation for the year
Due 4/5/2024Requires upload
Review and approve accounts
Client to review and approve final accounts
Due 4/25/2024
Sign accounts
Director signature required on final accounts
Due 4/30/2024
Corporation Tax 2023-24
Tasks for corporation tax return filing
Progress1 of 2 complete
Confirm company details
Verify registered office and director details
Review and sign CT600
Client to review and sign corporation tax return
Due 4/5/2024