My Business
Prepare an export for an accountant or adviser
Export structured records and their originals while keeping decisions and evidence distinct.
About 5 minutes
Step by step
Follow the safe route
- 1
Filter My Business by business, tax year, category and review status.
- 2
Resolve unreadable scans and obvious missing fields before export.
- 3
Include structured data, original files and an audit summary.
- 4
Mark any amounts or VAT treatment still awaiting professional confirmation.
- 5
Share through a controlled export or download, then record any corrections returned by the accountant.
Important boundaries
- An accountant export is evidence preparation. It is not a tax return submission or MTD filing.
Related guides
Continue without losing the thread
Capture and scanning
Capture a complete document on your phone
Choose automatic scan, manual photo or an existing file, then preserve the whole document.
Capture and scanning
Upload an existing receipt, image or PDF
Uploaded files follow the same secure storage, extraction and review path as camera captures.
Capture and scanning
Review information extracted from a scan
Compare the original with machine suggestions and confirm only what you can see.