The short answer
Start here.
A limited company needs reliable records to prepare annual accounts and meet its filing and tax duties. Start with reconciled bookkeeping, outstanding invoices and expenses, then check the company’s own filing dates.
Your next moves
A practical checklist.
- Reconcile bank accounts and review the year’s bookkeeping.
- Identify outstanding sales, purchases, loans and director transactions.
- Gather asset, stock and payroll records where relevant.
- Check Companies House and Corporation Tax obligations for your company.
Good to know
The details matter.
Company directors remain responsible for company records, annual accounts and required information when an accountant helps with the work. Agree the records needed and confirm the company’s own filing and payment dates.
A confirmation statement is a separate Companies House requirement. This checklist is a planning aid; it does not calculate your deadlines or taxes.