- Self Assessment (simple)✔
- Basic bookkeeping (≤40 txns/mo)✔
- HMRC correspondence✔
- MTD-ready on QuickBooks, Xero, Nomi and Sage✔
- Photo ID & proof of address (if new client)
- Bank statements covering the tax year
- Income: invoices/sales reports (and platform exports)
- Expense receipts; mileage & home-office details
- P60/P45/P11D (if employed/director)
- Landlord: agent statements, mortgage interest, repairs
- Crypto/shares: CSV exports and summaries
