DOCUMENT PREPARATION

A clearer brief,
before you send a file.

For an internal summary or document checklist, start with these four points.

Describe the internal purpose and intended readers.
List the record types, date range and approximate page count.
Specify the fields to summarise or provide your adviser’s document list.
Remove unrelated personal information. Agree the transfer method with us before sending records.

We do not decide which documents are legally required or assess readiness for a tax or immigration submission.