Anna Goodwin - Accountants Dont Bite!. Improve Your Relationship with Your Accountant to Maximise Growth and...

A big thank you to Jane Noble Knight for her support and encouragement to write this book.

Sin-Elin Flint-Freel for all of her help and time in proofreading and editing. All of the Skype calls were invaluable in helping me to keep motivated and moving forward.

Eleanor Piredda of Making Marketing Sense for all her wonderful ideas and helping me to put them into action.

Shirley Harvey for my wonderful book cover!

Sara Moseley for the fantastic picture.

Tanya Back for her typesetting skills.

Elizabeth Starns for her book writing, Amazon knowledge and general high level of support.

Sarah Wood for keeping me motivated and being there at the end of the week for a few drinks to rejuvenate, ready to start again.

To all my clients and colleagues who gave their time in the interviews.

To all the reviewers for your lovely comments and sparing your time to read this book.

To all my staff who kept the accountancy work flowing.

To friends and family for being supportive.

Last but not least, to Neil Gooding for his ongoing support while I have been engrossed in writing this book.

The 14 items your Accountant needs from you as a Sole Trader
its easy when you know what youre looking for

Bank statements for the whole of the tax year for all bank accounts held.

File in number order and check none are missing

File them together for the year

Interest earned on bank accounts.

Request from each of your banks check the correct tax year is received

Credit card statements (if applicable).

File in month order check none are missing

Self-employed income.

File all invoices for the year together

Invoices should be numbered consecutively

Keep separate from employed income

Paying in books for the year

Self-employed expenses.

Complete each month on computerised spreadsheet see

Modify to suit your own expenses

Check that the total column agrees to each individual column, e.g. Total is 200 broken down into Bank Charges 20, Travel 80, Training 100

Filing staple all small receipts to A4 sheets of paper and number consecutively these numbers will be entered into the spreadsheet

Filing all A4 receipts in month order and number consecutively

File in a display book

Cheque books for the year

List of mileage for the year

VAT returns.

Filed in date order

Include all supporting calculations

P60s one for each employer.

Check correct tax year

Dividends received.

File vouchers together for the year in date order check they cover the correct period

Pension Contributions made.

Details of amounts made during the year and payee details

Pension received.

Pension statement from each pension provider check it covers the correct tax year

Rental income.

List of amounts received for the whole tax year each property listed separately

If agent used then agent statements for the year in month order

Rental expenditure.

List of amounts paid out for the whole tax year each property listed separately

Supporting documentation for the whole year, filed in month order and filed as self- employed expenditure above

Property disposals.

Completion statement for each property

Home costs whole year

List total amounts for water rates, council tax, utilities, house insurance and telephone

Mortgage statement showing mortgage interest

Note down the number of rooms in the house, excluding kitchen and bathroom, and the average number of hours used per week

The 14 items your Accountant needs from
you as a Limited Company
its easy when you know what youre looking for

Business

Bank statements for the whole of the year for all bank accounts held.

File in number order and check none are missing

File them together for the year

Credit card statements (if applicable).

File in month order check none are missing

Income.

File all invoices for the year together

Invoices should be numbered consecutively

Keep separate from employed income

Paying-in books for the year

Expenditure.

Complete each month on a computerised spreadsheet see

Modify to suit your own expenses

Check that the total column agrees to each individual column, e.g. Total is 200 broken down into Bank Charges 20, Travel 80, Training 100

Filing staple all small receipts to A4 sheets of paper and number consecutively these numbers will be entered on the spreadsheet

Filing all A4 receipts in month order and number consecutively

File in a display book

Cheque books for the year

List of mileage for the year

VAT returns.

Filed in date order

Include all supporting calculations

Home costs whole year.

List total amounts for water rates, council tax, utilities, house insurance and telephone

Mortgage statement showing mortgage interest

Note down the number of rooms in the house, excluding kitchen and bathroom, and the average number of hours used per week

Self-Assessment

Interest earned on bank accounts.

Request from each of your banks check the correct tax year is received

P60s one for each employer.

Check correct tax year

Dividends received.

File vouchers together for the tax year in date order check they cover the correct period

Pension Contributions made.

Details of amounts made during the year and payee details

Pension received.

Pension statement from each pension provider check it covers the correct tax year

Rental income.

List of amounts received for the whole tax year each property listed separately

If agent used then agent statements for the year in month order

Rental expenditure.

List of amounts paid out for the whole tax year each property listed separately

Supporting documentation for the whole year, filed in month order and filed as self- employed expenditure above

Property disposals.

Completion statement for each property

Detailed Summary of Expenses

Name: