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Good MeasureACCOUNTANTS

Self Assessment

Talk through your business activity, the way you keep records and which questions you want a return to answer.

A business owner making notes while working at a desk

What to bring to the conversation

A broad outline of your work, the records you already keep and the parts you would like to understand can help start the discussion. You do not need to send sensitive papers with a first enquiry.

Questions to consider

  • Which income and expense records are available?
  • How do you currently keep track of business transactions?
  • Are there parts of the return or record keeping you want explained?

Relevant information depends on your circumstances. Ask what is needed before sharing documents.

Annual accountsCorporation TaxBookkeeping