You send whatever you have
To get started
Bank statements
Plus anything else you have
Even if it’s incomplete. No bookkeeping needed first.
- Your company bank and card statements
- Your personal card statements showing company costs
- Invoices or emails for costs you paid, if you have them
- Any expense list or spreadsheet you keep
- Your mileage notes, if you used your own car for work
Missing something? Bank statements are enough to start. Photos and rough notes are fine too.



