End Of Year Accounts
List of Information needed for Year End a/cs and income tax returns
- Bank statements for the year
- Lodgement books completed
- Cheque books with stubs filled out
- Credit card statements (Company)
- Loan/lease/HP statements and agreements
- List of fixed assets owned
- Details of fixed asset additions/disposals in year
- Details of investments held (Company and personal)
- Closing stock/work in progress listing
- Closing debtors listing
- Sales invoice/listing
- Copies of sales invoices/duplicate book
- List of closing creditors
- Closing creditor statements
- Purchases invoice listing for year
- All purchases invoices for year
- Employee pension details
- VAT return details
- Payroll details for the year (P35)
- Tax deduction cards for all employees
- Vehicle registration certificates for all motor vehicles (Tax book)
- Rental property information
- Weekly rent received
- Number of weeks rented in the year
- Mortgage interest certificate
- Listing of expenditure incurred on property in the year along with backup documentation
- Confirmation that property is registered with the private residential tenancies board
- Personal pension details, medical expenses etc.