Accounts Preparer turns your bank statements and receipts into submission-ready UK accounts — annual accounts for Companies House, CT600 corporation tax returns for HMRC, and Self Assessment pages for sole traders. It handles the compliance maths so you don't have to.
It covers UK micro-entities and small limited companies filing under FRS 105, and sole traders completing their income tax and Class 4 NIC calculations. Filings include box references for every figure, capital allowances with the latest rates, and automatic deadline calculations. The workflow is designed to catch classification questions before generating final output, so you review a PDF before anything is marked as filed.
What you can do
- Start a filing session for any UK accounting period (limited company or sole trader)
- Upload bank statements, invoices, and receipts for automated parsing
- Classify transactions with AI assistance, resolving ambiguous items manually
- Generate profit and loss, balance sheet, and tax computations
- Produce a review PDF for accountant sign-off before final output
- Generate submission-ready CT600 + iXBRL (limited companies) or SA103 XML (sole traders)
- Export structured data for your own records
Who it's for
UK freelancers and sole traders filing Self Assessment. Directors of small limited companies preparing annual accounts and corporation tax returns. Accountants automating routine compliance work for micro-entity clients.
How to use it
- Call start_filing with your entity type, accounting period dates, and company name
- Upload documents using upload_documents — repeat for each batch, set type_hint for faster parsing
- Run classify_transactions and resolve any flagged items
- Call generate_accounts to compute P&L, balance sheet, and tax
- Review the PDF from generate_review_pdf, then call generate_filing with reviewed: true
Getting started
Begin with start_filing — it will tell you exactly which documents to upload based on your entity type and period.
