The 15-point year-end checklist for UK small companies
A practical checklist to improve records, reduce avoidable queries and help company accounts move faster.
Well-prepared year-end records can reduce queries and improve accuracy. Start before the company’s accounting reference date.
Money in
Raise outstanding sales invoices, review aged debtors, identify deposits and prepayments, and reconcile the bank to the final day.
Money out
Enter supplier invoices, reconcile cards and payment accounts, review director balances and list fixed-asset additions with evidence.
People and tax
Review payroll filings, benefits, VAT reconciliations and the corporation tax provision with current HMRC guidance.
Governance
Check the confirmation statement, registered details, people with significant control and minutes for material decisions.
Official sources
Last checked against the sources above: 27 September 2026.
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