Choose the right business bank account and keep the records HMRC and Companies House expect, for the right length of time.
Starting a business
Business Bank Account and Record-Keeping Guide
About this document
A practical guide for new businesses on opening and running a business bank account and keeping proper financial records. It sets out what records to keep, how long to keep them, how Making Tax Digital affects you, and a monthly routine that keeps your books ready for your accountant.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Starting a business
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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