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Bookkeeping & record-keeping

Bookkeeping for HMRC Audit Readiness

Bookkeeping for HMRC audit readiness keeps your day to day records complete, consistent and easy to evidence. You get tidy, reconciled books and a clear audit trail, so if HMRC ever asks questions you can provide the right information quickly, with fewer gaps and fewer last minute scrambles.

More information

What this service covers

This service is designed to keep your records in a state that stands up to scrutiny, not just “done for the year”. Support is tailored to how your business trades and what HMRC typically expects to see.

  • Regular bank and card reconciliations so figures tie back to statements
  • Clear categorisation of income and costs with consistent posting rules
  • Receipt and invoice capture, filing and linking to transactions
  • VAT bookkeeping checks to reduce common errors and missing evidence
  • Debtor and creditor review where relevant (who owes you, who you owe)
  • Clean audit trail notes for unusual items, personal use and one offs
  • Periodic housekeeping to correct duplicates, miscoding and gaps
  • Practical guidance on what to keep, how long to keep it, and where it should live

When this is most useful

This is a good fit if you:

  • Are behind on bookkeeping and want to bring records up to date
  • Have mixed income streams (for example Stripe, PayPal, card payments, bank transfers)
  • Claim expenses but struggle to keep invoices and receipts organised
  • Are VAT registered and want confidence your returns are supported by evidence
  • Want peace of mind that your numbers are defensible, not just estimated

How the work is delivered

You will typically share bank feeds or statements, sales data, invoices and receipts through a secure digital process. Bookkeeping is then completed and reconciled on an agreed schedule, with queries raised as they come up rather than left until year end. You get clear actions when something is missing, unclear or needs your confirmation.

If HMRC ever asks to see your books

If you receive an HMRC letter or a request for information, the aim is to respond with organised, consistent records and supporting documents. With audit-ready bookkeeping in place, it is quicker to locate transactions, explain movements, and provide evidence in the format HMRC expects.

Ongoing value

As well as reducing HMRC risk, tidy books make your numbers more useful. You can track profitability, keep on top of VAT and tax deadlines, and make decisions using figures that reconcile back to real world cash movements.

Frequently Asked Questions

What does “HMRC audit-ready” bookkeeping mean?
It means your books reconcile to your bank and key records are complete, consistent and easy to retrieve. Transactions are supported by invoices and receipts, with a clear trail showing how figures were built.
Do I need this if I am a sole trader or a small limited company?
HMRC can ask any business to evidence income and expenses, regardless of size. Audit-ready bookkeeping reduces stress and helps you respond quickly if queries arise.
What records do I need to keep for HMRC?
Typically you should keep sales records, purchase invoices, receipts, bank statements and VAT records where relevant. The exact set depends on how you trade and whether you are VAT registered or employ staff.
Can you work with my existing accounting software and apps?
Yes, this service is designed to fit around common cloud bookkeeping setups and bank feeds. If your current tools are not giving you a clean audit trail, you will be advised on a better workflow.
What happens if HMRC contacts me with questions?
You will be guided on what information is being requested and where it sits in your records. Because the books are kept organised and reconciled, it is usually faster to compile evidence and respond accurately.

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