--- title: What happens after a Xero health check description: What happens after a Xero health check --- [Skip to content](https://help.1stformations.co.uk/accounting-service/what-happens-after-a-xero-health-check#main-content) [![image 4](https://help.1stformations.co.uk/hubfs/image%204.svg)](https://www.1stformations.co.uk/) - [Help Centre](https://help.1stformations.co.uk/) Open main navigation Close main navigation - [Help Centre](https://help.1stformations.co.uk/) - [Login](https://www.1stformations.co.uk/login/) [Login](https://www.1stformations.co.uk/login/) How can we help you? - There are no suggestions because the search field is empty. 1. [Accounting Service](https://help.1stformations.co.uk/accounting-service?hsLang=en-gb) 2. [Xero Training and Analytics](https://help.1stformations.co.uk/accounting-service/xero-training-and-analytics?hsLang=en-gb) 3. [Xero Health Checks](https://help.1stformations.co.uk/accounting-service/xero-training-and-analytics?hsLang=en-gb#xero-health-checks) # What happens after a Xero health check ## What to expect from us after a Xero health check After every Xero health check, you receive a report from us. The format and content depends on what was found. ### If everything looks clean If your Xero has a clean bill of health, you'll receive a report confirming this, along with your health score. We'll also suggest any areas you could build on to keep things running smoothly. ### If issues are found The health check is a review, not a bookkeeping service, so we identify and explain issues rather than correcting them for you. Each finding is listed as an action item, with an explanation of what the issue is and why it matters - for example, a miscategorized transaction, duplicate entry, unidentified payment, or missing receipt. Where it helps, we include step-by-step guidance or tutorial links showing how to put it right in Xero. We'll also offer practical tips on how to improve your Xero health score over time, so each month's check becomes easier than the last. ### How to respond to action items Any action items from your health check are listed in your monthly report, with an explanation of each one and guidance on how to resolve it in Xero. You complete these in your own Xero account. Where a VAT return is due, we ask that you action and confirm completion of any items at least five working days before the filing deadline. This gives us time to review the data and prepare the return on time. We will not file a return that we know to be based on incomplete or incorrect information, so if items remain outstanding, your VAT submission may be delayed. As late filing can lead to penalties and interest from HMRC, it is important to deal with action items promptly. We will always flag clearly where an unresolved item affects your VAT return, so you know what needs your attention and by when. 💡 **Good to know:** Responding to Xero health check action items promptly keeps your records current and avoids the same queries arising at every review. Most action items take less than five minutes to resolve. ### Not found what you're looking for? Please get in touch and we'll be happy to help: **Email:** You can submit a request using our [contact form](https://forms.1stformations.co.uk/contact/) **Phone:** 020 3897 2233 **Live Chat:** Select the live chat icon on the bottom right - [Your Plan](https://help.1stformations.co.uk/accounting-service/your-plan?hsLang=en-gb#main-content) - [Understanding Your Plan](https://help.1stformations.co.uk/accounting-service/your-plan?hsLang=en-gb#understanding-your-plan) - [Compliance Included in Your Plan](https://help.1stformations.co.uk/accounting-service/your-plan?hsLang=en-gb#compliance-included-in-your-plan) - [Your Xero Plan](https://help.1stformations.co.uk/accounting-service/your-plan?hsLang=en-gb#your-xero-plan) - [Add-ons Explained](https://help.1stformations.co.uk/accounting-service/your-plan?hsLang=en-gb#add-ons-explained) - [Working with Us](https://help.1stformations.co.uk/accounting-service/working-with-us?hsLang=en-gb#main-content) - [How to Contact Us](https://help.1stformations.co.uk/accounting-service/working-with-us?hsLang=en-gb#how-to-contact-us) - [Your Accountant and Support Team](https://help.1stformations.co.uk/accounting-service/working-with-us?hsLang=en-gb#your-accountant-and-support-team) - [Keeping Your Details Up to Date](https://help.1stformations.co.uk/accounting-service/working-with-us?hsLang=en-gb#keeping-your-details-up-to-date) - [New Company Essentials](https://help.1stformations.co.uk/accounting-service/new-company-essentials?hsLang=en-gb#main-content) - [Getting Started](https://help.1stformations.co.uk/accounting-service/new-company-essentials?hsLang=en-gb#getting-started) - [Before and Beyond Trading](https://help.1stformations.co.uk/accounting-service/new-company-essentials?hsLang=en-gb#before-and-beyond-trading) - [What You Can and Can't Claim](https://help.1stformations.co.uk/accounting-service/what-you-can-and-cant-claim?hsLang=en-gb#main-content) - [Benefits, Perks, and Grey Areas](https://help.1stformations.co.uk/accounting-service/what-you-can-and-cant-claim?hsLang=en-gb#benefits-perks-and-grey-areas) - [Mileage, Travel and Subsistence](https://help.1stformations.co.uk/accounting-service/what-you-can-and-cant-claim?hsLang=en-gb#mileage-travel-and-subsistence) - [Xero Training and Analytics](https://help.1stformations.co.uk/accounting-service/xero-training-and-analytics?hsLang=en-gb#main-content) - [Weekly Xero Training Sessions](https://help.1stformations.co.uk/accounting-service/xero-training-and-analytics?hsLang=en-gb#weekly-xero-training-sessions) - [Xero Health Checks](https://help.1stformations.co.uk/accounting-service/xero-training-and-analytics?hsLang=en-gb#xero-health-checks) - [Syft Analytics](https://help.1stformations.co.uk/accounting-service/xero-training-and-analytics?hsLang=en-gb#syft-analytics) - [Tax Reviews and Webinars](https://help.1stformations.co.uk/accounting-service/tax-reviews-and-webinars?hsLang=en-gb#main-content) - [Annual Tax Efficiency Review](https://help.1stformations.co.uk/accounting-service/tax-reviews-and-webinars?hsLang=en-gb#annual-tax-efficiency-review) - [Quarterly Business Performance Review](https://help.1stformations.co.uk/accounting-service/tax-reviews-and-webinars?hsLang=en-gb#quarterly-business-performance-review) - [Topical Webinars](https://help.1stformations.co.uk/accounting-service/tax-reviews-and-webinars?hsLang=en-gb#topical-webinars) - [Bookkeeping Basics](https://help.1stformations.co.uk/accounting-service/bookkeeping-basics?hsLang=en-gb#main-content) - [Day-to-Day Bookkeeping Workflow](https://help.1stformations.co.uk/accounting-service/bookkeeping-basics?hsLang=en-gb#day-to-day-bookkeeping-workflow) - [Bank Reconciliation](https://help.1stformations.co.uk/accounting-service/bookkeeping-basics?hsLang=en-gb#bank-reconciliation) - [Recording Sales and Purchases](https://help.1stformations.co.uk/accounting-service/bookkeeping-basics?hsLang=en-gb#recording-sales-and-purchases) - [Managing Receipts and Best Practice](https://help.1stformations.co.uk/accounting-service/bookkeeping-basics?hsLang=en-gb#managing-receipts-and-best-practice) - [VAT Registration and Submissions](https://help.1stformations.co.uk/accounting-service/vat-registration-and-submissions?hsLang=en-gb#main-content) - [Do I Need to Register for VAT](https://help.1stformations.co.uk/accounting-service/vat-registration-and-submissions?hsLang=en-gb#do-i-need-to-register-for-vat) - [Submitting VAT Returns](https://help.1stformations.co.uk/accounting-service/vat-registration-and-submissions?hsLang=en-gb#submitting-vat-returns) - [VAT on Sales and Purchases](https://help.1stformations.co.uk/accounting-service/vat-registration-and-submissions?hsLang=en-gb#vat-on-sales-and-purchases) - [VAT Payments and Schemes](https://help.1stformations.co.uk/accounting-service/vat-registration-and-submissions?hsLang=en-gb#vat-payments-and-schemes) - [Paying Yourself and Employees](https://help.1stformations.co.uk/accounting-service/paying-yourself-and-employees?hsLang=en-gb#main-content) - [Paying Directors: Salary vs Dividends](https://help.1stformations.co.uk/accounting-service/paying-yourself-and-employees?hsLang=en-gb#paying-directors-salary-vs-dividends) - [Your Payslip and National Insurance](https://help.1stformations.co.uk/accounting-service/paying-yourself-and-employees?hsLang=en-gb#your-payslip-and-national-insurance) - [Dividends: Legal Process](https://help.1stformations.co.uk/accounting-service/paying-yourself-and-employees?hsLang=en-gb#dividends-legal-process) - [Payroll Essentials for New Directors](https://help.1stformations.co.uk/accounting-service/paying-yourself-and-employees?hsLang=en-gb#payroll-essentials-for-new-directors) - [Hiring and Employment Status](https://help.1stformations.co.uk/accounting-service/paying-yourself-and-employees?hsLang=en-gb#hiring-and-employment-status) - [Corporation Tax and Year-End](https://help.1stformations.co.uk/accounting-service/corporation-tax-and-year-end?hsLang=en-gb#main-content) - [Corporation Tax Fundamentals](https://help.1stformations.co.uk/accounting-service/corporation-tax-and-year-end?hsLang=en-gb#corporation-tax-fundamentals) - [Allowable Expenses and Year-End Planning](https://help.1stformations.co.uk/accounting-service/corporation-tax-and-year-end?hsLang=en-gb#allowable-expenses-and-year-end-planning) - [PAYE and Payroll Basics](https://help.1stformations.co.uk/accounting-service/corporation-tax-and-year-end?hsLang=en-gb#paye-and-payroll-basics) - [Director's Loan and HMRC Communications](https://help.1stformations.co.uk/accounting-service/corporation-tax-and-year-end?hsLang=en-gb#directors-loan-and-hmrc-communications) - [Losses, Rates and Reliefs](https://help.1stformations.co.uk/accounting-service/corporation-tax-and-year-end?hsLang=en-gb#losses-rates-and-reliefs) - [Invoices & Payments](https://help.1stformations.co.uk/accounting-service/invoices-payments?hsLang=en-gb#main-content) - [Creating Invoices and Getting Paid](https://help.1stformations.co.uk/accounting-service/invoices-payments?hsLang=en-gb#creating-invoices-and-getting-paid) - [Invoice Numbering and Record Keeping](https://help.1stformations.co.uk/accounting-service/invoices-payments?hsLang=en-gb#invoice-numbering-and-record-keeping) - [Personal Tax for Directors](https://help.1stformations.co.uk/accounting-service/personal-tax-for-directors?hsLang=en-gb#main-content) - [Drawing Money from Your Company](https://help.1stformations.co.uk/accounting-service/personal-tax-for-directors?hsLang=en-gb#drawing-money-from-your-company) - [Self Assessment Practical Guide](https://help.1stformations.co.uk/accounting-service/personal-tax-for-directors?hsLang=en-gb#self-assessment-practical-guide) - [National Insurance and Benefits](https://help.1stformations.co.uk/accounting-service/personal-tax-for-directors?hsLang=en-gb#national-insurance-and-benefits) - [Household Finances](https://help.1stformations.co.uk/accounting-service/personal-tax-for-directors?hsLang=en-gb#household-finances) - [Using Xero](https://help.1stformations.co.uk/accounting-service/using-xero?hsLang=en-gb#main-content) - [Getting Started with Xero](https://help.1stformations.co.uk/accounting-service/using-xero?hsLang=en-gb#getting-started-with-xero) - [Bank Feeds and Making Tax Digital](https://help.1stformations.co.uk/accounting-service/using-xero?hsLang=en-gb#bank-feeds-and-making-tax-digital) - [Xero for VAT and Payroll](https://help.1stformations.co.uk/accounting-service/using-xero?hsLang=en-gb#xero-for-vat-and-payroll) - [Understanding your Numbers](https://help.1stformations.co.uk/accounting-service/understanding-your-numbers?hsLang=en-gb#main-content) - [Key Accounting Terms Explained](https://help.1stformations.co.uk/accounting-service/understanding-your-numbers?hsLang=en-gb#key-accounting-terms-explained) - [Reading your Financial Reports](https://help.1stformations.co.uk/accounting-service/understanding-your-numbers?hsLang=en-gb#reading-your-financial-reports) - [Using Your Numbers to Make Decisions](https://help.1stformations.co.uk/accounting-service/understanding-your-numbers?hsLang=en-gb#using-your-numbers-to-make-decisions) - [Your Compliance Calendar](https://help.1stformations.co.uk/accounting-service/understanding-your-numbers?hsLang=en-gb#your-compliance-calendar) - Terms & Conditions - Privacy Policy - Cookie Policy [![1stformations logo white](https://help.1stformations.co.uk/hs-fs/hubfs/1stformations%20logo%20white.png?width=142&height=30&name=1stformations%20logo%20white.png "1stformations logo white")](https://www.1stformations.co.uk) [mailto:email@email.com](mailto:email@email.com)  Copyright 2026 © 1st Formations We are proud to be a Certified B Corporation™