What happens 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.

Not found what you're looking for?

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Phone: 020 3897 2233

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