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What happens at your first year-end

What we need from you and what we prepare - explained

Your first accounting year-end is the most demanding compliance point in year one. Knowing what to expect helps you prepare.

What we need from you

  • Confirmation that all sales, purchases, and expenses are entered in Xero and up to date
  • Any costs paid personally that have not been entered (we will allocate these to the Director’s Loan Account)
  • Details of any assets purchased during the year
  • Details of any private use of company assets (particularly vehicles)

What we prepare

  • Full year Xero review and any corrections needed
  • Statutory accounts for Companies House
  • Corporation Tax return (CT600) for HMRC
  • Director's dividend vouchers for all dividends taken
  • Management of all filing and payment deadlines

💡 Good to know: The cleaner your Xero records are throughout the year, the faster and less costly the year-end process is for you. A year of weekly bookkeeping means it takes a fraction of the time to finalise your year-end accounts compared to a year of catch-up work done in one go.

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Please get in touch and we'll be happy to help:

Email: You can submit a request using our contact form

Phone: 020 3897 2233

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