Close the month without losing context

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Tool boundary

Operational order, not a conclusion that the books are correct

Every task except the two tax-record retention notes is a practical prompt for organizing the close. The workspace does not calculate tax, reconcile transactions or confirm FTA compliance, audit readiness or accounting correctness.

VAT records. The FTA states a general 5-year retention period and 15 years for real-estate records. Taxable Person Guide ↗

Corporate Tax records. The FTA states at least 7 years after the relevant Tax Period. FTA FAQ ↗

Sources checked 29 July 2026.