BEFORE YOU START
Start with what you have.
A structured review of your records, backed by accountant verification.
For the accounts review
Use the application’s CSV template to organise your figures. Have the relevant accounts available to check against it.
If your records are incomplete
Start with a conversation. The team can explain the scope and what evidence is needed before you proceed.
Before you submit
Read the application’s current fee basis and data terms. A finding needs accountant verification before it can support a claim.