Resources
Bookkeeping and Records Hub
How to keep proper records for tax. What HMRC expects, how long to keep documents, and systems that make it easier.
Explore by topic
What to keep
The documents HMRC expects every business and landlord to keep.
Retention
How long to keep different types of records before you can dispose of them.
Digital records
Making Tax Digital, software choices, and what 'digital records' actually means.
Bank reconciliation
Why reconciliation matters and how to do it properly.
Most read
Essential business records to keep
Income, expenses, payroll, capital purchases — the records every UK business should keep, and a simple system that works.
5 min read
How long to keep tax records
Different rules apply to companies, landlords, sole traders, and individuals. Here are the minimums for each.
4 min read
Making Tax Digital — overview
MTD requires digital records and digital submissions for VAT today, and Income Tax for many landlords from April 2026.
5 min read
Choosing MTD-compatible software
What to look for in MTD software, the trade-offs between bridging tools and full bookkeeping platforms.
5 min read
Bank reconciliation basics
Bank reconciliation matches your books to your bank statements every month. Here's why it matters and how to do it.
5 min read