What Documents Should I Submit?

What documents are required for accounting submissions?

For accounting submissions, you may need to provide purchase-related payment receipts, an exchange of contracts document, and a completion statement — particularly if this is the company's first annual submission. The full list of required documents, with descriptions, is detailed below.

What are purchase-related payment documents?

These payments could be any payment made which is directly related to buying the property such as legal fees, sourcing fees, deposits, reservation fees etc. You can upload a receipt/bank statement for these payments. 

What is the exchange of contracts document?

This marks the point at which both parties are legally bound to complete the property purchase transaction as the contract has been signed and usually a deposit is paid.

What is the completion statement?

This signifies that the sales process is complete and ownership of the property and responsibility for that property has been transferred from the seller to you, this is after the final purchase funds have been sent via the solicitors, either by you or your mortgage lender.