Here is a list of what we’d expect you to do if you do your own bookkeeping:

You need to attach receipts to expenses in the software. If its a physical receipt, I would suggest downloading the bookkeeping software app and taking a picture with your tablet or phone.
Try not to pay personal expenses through the business, but if you do (it happens!) please write 'Personal' in the description and post it to your director loan account. You will then need to repay the money from your personal account to the business account and post the money received in the company bank account to your director loan account too.
Add a description to the expense if it isn’t obvious what the expense is for (e.g. description: “business entertainment - meal with Tom Smith, our main supplier”).
Do not pay personal tax from your company bank account. If you need money to pay your personal tax bill, pay out a dividend from the company first.
Speak to us BEFORE incurring any expenses that are out of the ordinary and may not be claimable as a business expense.
Categorise expenses as accurately as you can. If you don’t know where to categorise an expense to, post it to “sundry expenses” and write a detailed description of what the expense was for.
Action your bookkeeping at least every month so that we can provide up to date advice based on real time figures. If you do not stay on top of your bookkeeping, we are unable to do that for you. We would suggest adding a weekly/monthly reminder in your diary so you don’t forget to do this.

If claiming VAT, please attach a valid VAT receipt. A VAT receipt has a 9 digit UK VAT number on it (e.g. 123456789 OR GB123456789)
Don’t claim VAT on business entertainment
If you do your own VAT returns, add a reoccurring entry in your diary so you don’t forget to submit it
I would suggest setting up a direct debit through your business government gateway account so the VAT is paid automatically a few days after the VAT deadline date
Use the correct VAT rate for different goods and services: tax rates

Money Paid to User
- Dividends: Money Paid to User > Name > Dividend
- Take-home pay on payslip: Money Paid to User > Name > Net Salary and Bonuses
- Expense Reimbursement: Money Paid to User > Name > Expense Payment
Pension
- Pension paid directly to pension company that doesn’t touch your payslip: Payment > Auto > Pension
- Pension deducted from payslip: Other Money Out > Pension Creditor
Taxes
- PAYE: Payment > Auto > PAYE/NI
- VAT: Payment > Auto > VAT
- Corporation Tax: Payment > Auto > Corporation Tax

Expectations