Keeping evidence to support your tax return

You have an obligation to keep appropriate records to support the information in your tax return. APARI can store this information for you.

If HMRC reviews your tax return, they may ask to see the records to check that you completed it correctly. If you do not have sufficient evidence, then you may face penalties.

There are no set rules on how to keep your records, whether on paper, digitally or in software like APARI. 

• If you prepare your tax return by connecting a dedicated bank account to APARI, HMRC usually considers this acceptable record keeping. 

• You can go further and save invoices and receipts in the software and attach them to individual transactions. 

Your tax circumstances determine how long you need to keep your records for:

• Individuals Not Carrying on a Business. You must keep your 2022/23 tax return records until 31 January 2025.

• Self Employed and Landlords. You must keep your 2022/23 tax return records until 31 January 2029.

If you decide to close your APARI account, we will hold your data for 30 days to give you plenty of time to export the data.

APARI Software Ltd is an accounting software provider and does not supply specific tax advice. For more information please see our full terms and conditions.