17/07/2025
📦 What’s in your tax-time toolkit?
Spoiler: It’s more than just a smile and a spreadsheet. 😅
Before you meet your accountant, make sure you’ve packed the essentials:
🧾 Proof of income (P60s, invoices, rental)
📂 Expense receipts (yes, even that coffee meeting!)
🏦 Bank statements
📉 Loan & mortgage docs
💼 Pension & investment details
📮 VAT returns & any HMRC letters
Think of it like packing for a trip the more prepared you are, the smoother the journey. ✈️📊
📩 Need a hand getting your docs in order? We’re just a message away.