Your Annual Accounts Checklist

Written By Ake Team

If you’re an Ake client with a 31 March 2025 Balance date, you will have recently received your Annual Accounts Checklist. These checklists (which are able to be downloaded below) set out all the information you need to provide us with to get your Annual Accounts underway. Some items might not be relevant to your situation - if you’re unsure, please get in touch with your Client Manager.

Our Checklists - click to download

After reviewing the relevant Checklist, start gathering your information. Your Client Manager will send you a secure link to upload your documents. If you're ready but haven't received the link yet, reach out to your Client Manager. Upload each document as soon as you have it to keep things moving, and while it’s fresh in your mind.

We’ll add your tax return to our workflow, and notify you one month before it's scheduled. If anything is missing or incomplete, we’ll be in touch.

Our team is here to support you! If you have any questions or need help, don’t hesitate to contact us.

Ake Team
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