This Content Was Last Updated on March 15, 2023 by Susan Albest
This page is a guide to getting Year End information to us, what we need, and common problem areas, so that your year end accounts run smoothly.
If there is anything you are not sure about, or have difficulties with content or timescales, please let us know as soon as possible – the more notice we have, the more we can help. Get in touch with your Normal Whitefield / YogaTax contact
Because our clients range from small to large, with a variety of approaches to record keeping, this section of our website is inevitably quite detailed, with this in mind we’ve segmented our clients as below – please follow the most suitable link for you, but don’t worry if you select the wrong one or are unsure as we will review what you send to us anyway and will let you know if its not right.
- Personal Tax Clients – typically with income from employment, investments, savings or a very small sole trading business
- Personal Service Companies
- Sole Traders, Partnerships and Limited Companies – using FreeAgent or other cloud software, eg Xero, Freegent
- Sole Traders, Partnerships and Limited Companies – using a spreadsheet, paper records or desktop software