UK tax return preparation
Bring invoices, expenses and accounting reports into a preparation workflow. Review the numbers and export the records you need for the next step.
Your InvoiceKO account. Your business workspace.
A clearer workflow
Select the preparation period that matches the work you are doing. Check your business details and accounting settings before reviewing the figures. A company accounting period and an individual tax year are different, so confirm the dates that apply to you.
Review invoices, recorded payments, expense categories and supporting evidence. Resolve missing information and reconcile records before treating a summary as ready for tax review. The quality of the export depends on the information recorded in your workspace.
The tax preparation workspace brings reports and supporting records into an exportable pack for review. Use it to organise information for your accountant or the relevant tax process. Check the contents and resolve any warnings before using the figures elsewhere.
InvoiceKO does not submit a tax return to HMRC. For Self Assessment, Corporation Tax or VAT filing, check the official requirements for your circumstances and use the appropriate filing service or compatible software. A preparation pack is not proof that a return has been filed.
Good to know
No. It is a set of records and summaries for review. Downloading a pack does not send a return to HMRC.
You can download the preparation pack and provide it to your accountant for review. Ask them which records and additional information they need.
No. InvoiceKO helps organise business records and preparation estimates. It does not apply for a tax refund or determine refund eligibility.
Ready when you are