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 customer quotes and invoices
- Statements from Travis Perkins, Jewson or other merchants
- Your supplier invoices for materials
- CIS statements from contractors who paid you, if any
Missing something? Bank statements are enough to start. Photos and rough notes are fine too.




