Your accountant may occasionally ask you for receipts, bank statements, invoices or explanations about particular transactions. These requests aren’t intended to create unnecessary work — they’re an important part of preparing accurate accounts and tax returns.

Why is this information needed?

Accountants have professional and regulatory responsibilities to ensure that the work they undertake is based on appropriate information.

For example, we may need to:

  • Check that business expenses are supported by appropriate records.
  • Clarify transactions that are unusual or unclear.
  • Ensure income and expenditure have been recorded correctly.
  • Identify potential tax reliefs and allowances.
  • Meet relevant tax, accounting and regulatory requirements.

What happens if I don’t provide the information?

Missing information can delay the preparation of your accounts or tax returns, increase the time required to complete the work and, in some circumstances, prevent your accountant from finalising it.

How can I make the process easier?

Keeping your bookkeeping records up to date, retaining supporting documents and responding promptly to queries can help reduce delays and unnecessary additional work.

At Johnson Accountants Limited, we aim to make the process as straightforward as possible through cloud accounting software and our secure client portal.

You can provide documents securely through our Client Portal, helping us deal with your accounts and tax affairs efficiently.

Working together produces better results

Good accountancy is a two-way relationship. We provide professional advice, explain what’s needed and help you meet your obligations. In return, timely and accurate information enables us to work efficiently and provide the support your business needs.

If you’re considering appointing Johnson Accountants Limited, you can also read our FAQ, What happens after I accept your quotation?, which explains how we begin working with new clients.

If you’re unsure why we’ve requested something, please ask. We’re always happy to explain.

If you’re looking for an accountant who can help you manage your business finances, you can book a consultation to discuss your requirements.