Service
How should business records be organised before Self Assessment?
Income, expenses and supporting evidence should be complete, reconciled and grouped into a clear year-end information pack before return preparation begins.
Ask Larissa about thisWhat useful support looks like
A clear result, not an open-ended promise.
- ✓Organised income and expenses
- ✓Agreed account reconciliations
- ✓A missing-information schedule
- ✓A year-end bookkeeping pack
Before you ask for a quote
Use this practical checklist.
- 01
Gather income records
- 02
Collect expense evidence
- 03
Reconcile business accounts
- 04
Identify other income sources
- 05
Confirm who prepares and files the return
Example
What this can look like in practice.
A freelancer supplies bank exports, invoices and receipt folders. Missing items are listed, agreed business records are reconciled and the resulting pack is ready for the tax-return scope.
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 | Year-end records are scattered, incomplete or being assembled close to the deadline | Organised income and expenses |
| 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 self assessment bookkeeping include?
A typical scope can include Organised income and expenses, Agreed account reconciliations, A missing-information schedule. The final proposal confirms exactly what is included before work starts.
Is tax-return preparation included?
Only when it is explicitly included. Organising bookkeeping records, preparing a return and submitting it are distinct responsibilities in the proposal.
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.