Personal bookkeeping for small businesses near Swindon

Self Assessment and MTD for sole traders

Self Assessment and MTD support

When your income and expense records are spread across receipts, statements and spreadsheets, preparing information for your accountant gets difficult. We help sole traders organise those records and bring the figures together.

  • Income and expense summaries
  • Information prepared for your accountant
  • Support with digital record keeping
A smiling self-employed woman at a kitchen table with a laptop and calculator

Organised records for sole traders

Running a business on your own leaves little time for paperwork. We keep your records in order throughout the year, so the information you or your accountant need is ready when you need it.

This sits alongside ongoing bookkeeping, rather than leaving everything until the year end.

What our support covers

  • Sole trader bookkeeping
  • Income and expense summaries
  • Records prepared for your accountant
  • Self Assessment support
  • Making Tax Digital for Income Tax record keeping and submissions

How we help

Self Assessment and digital record keeping

Tell us where your records are up to and we will agree what help you need.

Organised records for sole traders

We help you bring receipts, statements and spreadsheets together into one set of organised income and expense records.

Income and expense summaries

We provide income and expense summaries that give you a clearer picture of the business and the information for the next stage of your tax preparation.

Preparing information for your accountant

We prepare your records for your accountant, so they have organised information to work from instead of a pile of paperwork.

Making Tax Digital for Income Tax

Our services include Making Tax Digital for Income Tax record keeping and submissions. If you need support with digital records, we can discuss your business and the service available.

Digital records that fit how you work

Keep digital records without the stress

Some clients use Xero and Hubdoc. Others prefer a simpler tool, and some just send us their paperwork. Whatever suits you, we will help you keep records that work for you and for your accountant.

A smiling man working at a laptop and tablet at home

Questions

Self Assessment and MTD questions

A few things sole traders ask us. If yours is not here, just ask.

Our Self Assessment support is about organising your records and preparing the information you or your accountant need. Get in touch with us to talk about exactly what you would like help with.

Yes. Our services include Making Tax Digital for Income Tax record keeping and submissions. Contact us to discuss your business and the service available.

Yes. We can prepare your records for your accountant and liaise with them, so they have the information they need.

Yes. Some clients simply email us their receipts, and others use Hubdoc. We will agree a way of working that suits you.

Ready to get your records in order?

Tell us how you keep your records at the moment and what you would like help with, and we will take it from there.