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What Records You Must Keep for HMRC and How Long to Keep Them

Key takeaway:

Good record keeping is not optional, it is a legal requirement, and it protects you during HMRC checks.

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Whether you’re a sole trader or a limited company, HMRC requires you to keep accurate financial records. Poor record‑keeping can lead to penalties, incorrect tax returns, and unnecessary stress.

What records must you keep?

  • Sales invoices
  • Purchase receipts
  • Bank statements
  • Payroll records
  • VAT records (if registered)
  • Mileage logs
  • Loan agreements
  • Asset purchase documents

How long must you keep them?

  • Sole traders: 5 years after the 31 January submission deadline
  • Limited companies: 6 years from the end of the financial year

Digital vs paper records

HMRC accepts digital copies, so scanning receipts or using cloud accounting software is perfectly acceptable.

Why it matters

Accurate records help you:

  • Claim the correct expenses
  • Avoid penalties
  • Prepare accounts faster
  • Pass HMRC checks confidently

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