A plain-English guide for clients on what records and receipts to keep, how long to keep them, how to go digital under Making Tax Digital, and a simple monthly routine.
Accountancy practice – compliance & management
Client Records and Receipts Guide
About this document
A ready-to-send client guide explaining the records HMRC and Companies House expect, how long they must be kept, what makes a valid receipt or VAT invoice, how Making Tax Digital for VAT and Income Tax affects record keeping, and how to send records to the firm. It reduces chasing and late, incomplete records.
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
Accountancy practice – compliance & management
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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