Wenzo guidesWhat should I send first?
Most of the work starts from your bank statements, so send these if you have them:
- statements for every company bank, card and payment account covering the accounts period
- any bookkeeping you have, such as a spreadsheet or a Xero or QuickBooks export, even if it is unfinished
- sales and purchase records, including invoices unpaid at year end
- your previous signed accounts and opening balances, unless these are your first accounts
What else might I need to send?
Only send these if they apply to your company:
- payroll reports, PAYE balances and pension records, if anyone was paid through payroll
- VAT returns and any VAT workings, if the company is VAT registered
- asset purchases or disposals, finance agreements, stock records and year-end stock values
- loans, dividends, money introduced or taken by directors, and expenses paid personally
A short note on what each cost was for and when it happened helps us treat it correctly. Whether a cost is tax deductible depends on what it was for, not on the paperwork alone.
Not sure your records are complete?
Send what you have, even if it’s incomplete, and we’ll tell you what’s missing. We prepare your accounts and Company Tax Return from £199, bookkeeping included, paid when you approve.
Find your companyWhat if something is missing?
That is fine and very common. Tell us which statement, date range or balance is missing and who can get it, rather than guessing a figure.
The standard service includes bookkeeping from the records you provide. If a job needs exceptional reconstruction or extra work, we’ll talk it through with you before you agree to it.
How do I get my records to you?
- Start an order.
- Open your private order link.
- Upload your records securely there.
When do records need keeping for longer?
The usual rule is at least six years from the end of the company financial year the records relate to. Keep them longer if they cover more than one accounting period, relate to an asset expected to last more than six years, the Company Tax Return was filed late, or HMRC has started a check.
Sending us copies does not replace the company’s own duty to keep its records. You can check the current GOV.UK guidance for the detail.
Is there a checklist for my type of business?
Yes. There are short checklists for consultants, online sellers, trades and pharmacists.
Frequently asked questions
Can I start with bank statements if my bookkeeping is unfinished?
Yes. Start with company bank and card statements and whatever invoices or bookkeeping records you have. Tell us what is missing; do not guess figures.
How long should a limited company keep accounting records?
Usually at least six years from the end of the company financial year they relate to. Longer periods can apply in the situations described above; check the linked GOV.UK guidance.
Where should I send financial records?
Once you have started an order, use its private upload link. Do not send financial records through this public guide.
Need help with your records?
Call or WhatsApp us for a free, no-obligation chat. No bookkeeping needed first: bank statements are enough to start.
Call 020 7123 9335