Documents Needed for an Accounts Submission

What documents may be needed for an accounts submission?

You can usually complete the accounts task from the Inbox section of your account. The submission flow includes sections that ask for information about your company and the documents to upload.

Common documents

• Property purchase contract
• Completion statement
• Evidence of property purchase funds
• Mortgage statements
• Rental statements
• Expenses or receipt documents

For first annual submissions

These may also include:

• Purchase-related payment evidence, such as receipts or bank statements for:
  • Legal fees
  • Sourcing fees
  • Deposits
  • Reservation fees
• Exchange of contracts
• Completion statement

What should you do if you do not have a required document?

If a section asks for a document you do not have and have never had, upload an empty document file for that section and continue with the accounts task.

How do you complete the accounts task?

1. Log in to your account.
2. Go to the Inbox section.
3. Open the submit accounts task.
4. Work through each section in the submission flow.
5. Upload the documents requested.
6. Continue through the task even if some sections require an empty document file.

What happens after you submit the documents?

The accountant will contact you if anything else is still needed.