What year-end checks should I do before sending my Sage 50 Accounts data to my accountant?

What is a year-end?

The end of your business’s accounting year is called a year end. It’s a summary of how your business has performed financially over the past year. It’s not a simple process and you need the support of an accountant or bookkeeper in order to get an accurate picture to report to HMRC.

Are you unsure of what documentation you need to prepare for year-end to handover to your accountant?

It can be confusing to know what information you need when you’re a well established business let alone when you first start out in business. 

We often get approached by clients asking us for advice because they are too afraid to approach their accountant for fear of looking silly for not knowing what information they require.

At Sage Accounts Solutions Limited no question is a silly question, you only know these things with time and experience. That’s why we put together our Happy Year End Checklist. From this guide we decided to put together a Happy Year End mini course which guides you through twelve steps to ensure you tick all the boxes ready for your accountant to file your year end accounts.

These 12 steps could save you up to 70% on your accountancy fees:

Our Happy Year End is the ideal course for you to prepare your year end information and your accountant will be very impressed at how organised you are! Jo, one of our HYE members, reported that she got more referrals from an accountant as a result of following these 12-steps. If you’re like Jo and you’re a freelance bookkeeper and want to gain confidence with what to prepare, you never know, maybe you could get more work or referrals too!

You can find out more about our Happy Year End Course here:


“Any advice relating to accounts or tax should be sought from your tax accountant. Sage Accounts Solutions Limited will not be held responsible for any loss or damage caused as a result of the information contained herein.”

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