Problem
What is the fastest sensible way to organise books before Self Assessment?
Prioritise complete income, account statements and expense evidence, reconcile the agreed records and create one explicit list of anything still missing.
Ask Larissa about thisWhat useful support looks like
A clear result, not an open-ended promise.
- ✓A Self Assessment records checklist
- ✓Income and expense organisation
- ✓Agreed reconciliations
- ✓A year-end information pack
Before you ask for a quote
Use this practical checklist.
- 01
Confirm the tax year
- 02
Gather sales or rental income
- 03
Download bank statements
- 04
Collect expense evidence
- 05
List other relevant income
Example
What this can look like in practice.
A sole trader has invoices and statements but no complete expense list. Records are assembled by tax year, accounts reconciled and remaining gaps sent as one checklist.
This is an illustrative example, not a promise of a particular result or turnaround time.
Compare the process
From uncertainty to a defined bookkeeping routine.
| Area | Before support | With an agreed EBA scope |
|---|---|---|
| Records | The filing date is approaching and the year exists only across statements, invoices and receipts | A Self Assessment records checklist |
| Questions | Unclear items stay unresolved until a deadline is close | Questions are grouped, prioritised and resolved to an agreed timetable |
| Next step | No clear owner, cut-off date or completion point | A written scope sets responsibilities, timing and the next action |
Frequently asked questions
Clear answers before you commit.
What can i need to organise my books before self assessment include?
A typical scope can include A Self Assessment records checklist, Income and expense organisation, Agreed reconciliations. The final proposal confirms exactly what is included before work starts.
Can you help close to the deadline?
Ask as early as possible. Availability and completion depend on the record condition, missing evidence and the exact preparation or filing scope.
How much will the work cost?
The fee is confirmed after the record condition, transaction volume, software, accounts and deadlines are reviewed. You receive a written fixed scope rather than an unsupported headline price.
Can Larissa work with my accountant?
Yes. With your permission, Larissa can organise records for your accountant and agree a clear handover. Tax advice, filing and bookkeeping responsibilities are separated in writing.
Official information
Check the current HMRC guidance.
Tax rules and deadlines can change. These official sources were checked when this page was reviewed on 30 July 2026.