This is general information, not tax or legal advice. Rules and rates change, so check GOV.UK or ask an accountant.
Accountants charge for time. The cleaner your records, the less time they spend fixing them. Here is a practical handover list.
Before you send anything
- Reconcile every bank account to the year end. See bank reconciliation explained.
- Record every invoice and bill dated in the year.
- Chase receipts for anything you cannot support. See receipt management.
- Run the ageing reports and decide on bad debts.
What to send
- Profit and loss and balance sheet.
- The trial balance. See what a trial balance is.
- Bank statements for the year.
- Fixed asset purchases and sales.
- Loans, hire purchase and director’s loan balances.
- VAT returns filed in the year.
- Payroll summaries from your payroll provider.
- Stock count, if you hold stock.
Give access instead of emailing files
An accountant can often work straight from your books. Invite them as a user and set their role, rather than sending spreadsheets that go out of date.
Lock the period
When you and your accountant agree the numbers, lock the period so nobody changes them by accident.
Timeline
- Send records as soon after year end as you can.
- Answer queries quickly.
- Agree filing deadlines in writing.
How AvrioBooks helps
Invite your accountant with the right role, export reports to PDF or Excel, send scheduled report packs on the Standard plan and above, and use lock dates. See invite users and set roles.
Frequently asked questions
What should I send my accountant at year end?
Reconciled bank accounts, profit and loss, balance sheet, trial balance, asset and loan details, VAT returns, payroll summaries and a stock count if relevant.
Can my accountant access my AvrioBooks account?
Yes. Invite them as a user and set their role.
Why lock the period?
So nobody changes agreed figures by accident after your accountant has finished.
Can I send reports automatically?
Yes, report packs can be emailed on a schedule on the Standard plan and above.
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