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Remember to provide all the relevant documents we will need to put together your financial statements for the year.

Have you got these ready?

  1. Information on shares/investments
  2. Details on mixed-use holiday home income
  3. Up-to-date vehicle logbooks
  4. Information on cryptocurrency trades
  5. Insurance documents
  6. Up-to-date information on mortgage interest
  7. Rates bills
  8. Power bills
  9. Repair and maintenance receipts
  10. Phone bills

Disclaimer: This blog has been carefully prepared, but it has been written in general terms only. The blog should not be relied upon to provide specific information without also obtaining appropriate professional advice after detailed examination of your particular situation.