Every month, we need three things from you.
Send them together, before the month ends, and we take care of the rest. This page takes two minutes to read.
Send everything by the last day of the month.
Put it all in your OneDrive folder in one go. Sending things one at a time, or after the month has ended, is what causes delays.
We do the work and file it. You hear nothing more from us.
We email you. Everything stops until you reply. Filing gets rushed, and late filing can mean a fine.
Bills you paid
Every invoice or receipt you got from a supplier this month. Scan them, or photograph them flat in good light.
Invoices you sent
Every invoice you gave a customer this month. Each one needs all five of these on it.
Bank statements
One statement for each business bank account. Download them from your online banking as a PDF.
Thirty seconds here saves a week of emails.Before you send
Have a quick look through the folder before you close it.
- All three types are in there
- You can read every number on every photo
- Nothing is cut off at the edge of the photo
- Nothing has gone in twice by mistake
- Nothing from this month is still on your desk
Two ways to send it, both already in your email.
Upload to your OneDrive folder, or forward everything to your dedicated documents address. Both are in the email we sent you.