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Get your year-end pack ready for the accountant

The year-end email from your accountant has arrived with a list you don't understand. Get a checklist in plain English, what to gather, and the questions worth asking while you have them.

Updated 17 Oct 2026

The prompt · ChatGPT

Help me get my year-end pack ready for my accountant.

My business: [sole trader or limited company, what you do]
Their request: [paste it, or say I haven't had one]
Records I keep: [app, spreadsheet, shoebox]
Unusual things this year: [new van, staff, a big job, a loan]

First ask me up to 4 short questions. Wait for my answers.

Then:
1. A checklist in plain English, grouped: income, costs, bank, assets, staff, other.
2. A gathering plan over 2 weeks, an hour at a time.
3. Unusual items to mention, with what to bring for each.
4. Ten questions to ask my accountant, including how to make next year easier.
5. Key deadlines to check on GOV.UK, with the links.

Only use what I've told you, leave blanks for anything I haven't given, and don't invent facts or figures. UK English.

For Self Assessment and company accounts deadlines on GOV.UK, use web search and name the page you used. If it doesn't search on its own, open View all tools and choose Search.

Stay in this ChatGPT chat. Do not turn on apps or connectors, and do not use memory from another chat.

A short example

Fill the blanks, then paste. sole trader or limited company, what you do: a short note you already have. paste it, or say I haven't had one: a short note you already have. Leave the rest of the prompt as written.

This does not give tax advice. The books stay in the accounting system.

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