Year End Information Form — APD Accounting

👤1. Client & Business Details

Required▼

Full Name / Business Name

Trading Name (if different)

Email Address

Phone Number

UTR (Unique Taxpayer Reference)

National Insurance Number

Business Address

Year End Date

Business Type

Business Description

What does the business do?

VAT Registered?

YesNoPending registration

💰2. Income & Turnover

▼

Total Turnover / Gross Income

Total sales / invoices raised in the year (exc. VAT)

£

Any income not included in your accounts?

e.g. cash sales, tips, barter, grant income

YesNo

Any income from overseas?

YesNo

Any grant income received?

e.g. SEISS, local council grants

YesNo

Any debtors (amounts owed TO you) at year end?

YesNo

📤3. Expenses & Costs

▼

Cost of Sales / Materials

£

Subcontractor Costs

£

Wages & Salaries (excl. own drawings)

£

Rent & Premises Costs

£

Motor / Vehicle Costs

£

Travel & Subsistence

£

Insurance

£

Office & Admin Costs

£

Telephone & Internet

£

Advertising & Marketing

£

Professional Fees (legal, accounting)

£

Bank Charges & Finance Costs

£

Repairs & Maintenance

£

Other Expenses

£

Any creditors (amounts you OWE) at year end?

YesNo

Any accrued or prepaid expenses to note?

🏗️4. Assets & Capital Expenditure

▼

Did you buy any capital items this year?

Equipment, machinery, computers, vehicles (over ~£500)

YesNo

Did you sell or dispose of any assets?

YesNo

Do you use a vehicle for business?

YesNo

Do you work from home?

YesNo

🏦5. Bank Accounts & Finance

▼

Business bank account closing balance

Balance at your year end date

£

Have you provided bank statements?

Yes — already sentNo — will send separately

Any business loans or finance outstanding?

YesNo

Owner's drawings / personal income taken

Total drawings from business account (sole traders / partnerships)

£

Capital introduced by owner

Any personal money put INTO the business this year

£

📦6. Stock & Work in Progress

▼

Do you hold stock / inventory?

YesNo

Do you have Work in Progress (WIP)?

YesNo

📋7. Personal Tax & Other Income

▼

🔄8. Changes & Anything Else

▼

Any change of address this year?

YesNo

Any changes to the business structure?

e.g. incorporated, took on a partner, ceased trading

YesNo

Any HMRC correspondence received?

YesNo

Anything else Andrew should know?

✅9. Declaration & Submit

Final step▼

I confirm that the information provided in this form is accurate and complete to the best of my knowledge. I understand that APD Accounting Services will use this information to prepare my accounts and/or tax return. I will notify Andrew of any changes or additional information as soon as possible.

Year End Information

Year End Form Submitted