Sparks Accounting LTD resources
Limited Company Accounting Checklist
Use this general checklist to prepare your limited company records for your accountant. It covers financial records, payroll, VAT, Companies House records and the information commonly reviewed before year end.
What records should a limited company give its accountant?
A UK limited company will commonly need sales and purchase records, company bank and card statements, payroll and VAT records where relevant, dividend documentation, HMRC and Companies House correspondence, and evidence for year-end transactions. The exact request depends on the company and the accounting services agreed.
How to use this checklist
Open each section, tick off the records you already have and note anything that still needs to be found or explained. Sparks Accounting LTD supports limited companies in Havant, Hampshire and across the UK, and will tailor the final information request to your circumstances.
Keep records current
Keep the day-to-day company records complete, supported and ready to reconcile.
Payroll, VAT and people
Bring together the records connected with employees, pensions, VAT and dividends.
Company compliance
Keep statutory records and correspondence together so company changes and filing obligations are clear.
Before year end
Review the year before accounts are prepared so unusual items and future plans can be discussed early.
This checklist is general information, not company or tax advice.
The exact information required will depend on your company’s circumstances and agreed service scope.
Updated July 2026.
Need a checklist tailored to your company?
Tell us about your company, accounting systems and filing responsibilities. We will confirm which records are relevant to the work agreed with Sparks Accounting LTD.