What you need will depend on whether you are filing as an individual, sole trader or company. Starting with the categories below gives your accountant a clearer picture and makes missing information easier to identify early.
Begin with your registration information.
Have the correct legal or registered name, taxpayer identification details, contact information and the filing period being prepared. If the business changed its address, ownership, activity or registration status, share that information before preparation begins.
Organise evidence of income.
Collect sales summaries, invoices, receipts, bank deposits, platform statements and records of any other income. Where deposits include transfers, loans or owner contributions rather than sales, identify them clearly.
Support expenses with proper records.
Group supplier invoices, receipts, bills and proof of payment by useful categories. Explain unusual or one-off transactions instead of leaving the preparer to guess what they represent.
Send what is available early. A preliminary review can identify the most important gaps while there is still time to resolve them.
Include the records behind the wider business.
Depending on the filing, this may include payroll summaries, VAT records, loan statements, asset purchases, prior returns and correspondence from the Inland Revenue Department. Your accountant can confirm which items apply to your situation.
Confirm current requirements before submitting.
Tax requirements can change and different taxpayers may have different obligations. Use this guide as a preparation aid, not as a substitute for advice based on your specific circumstances.
Official references
Saint Lucia Inland Revenue DepartmentGovernment of Saint Lucia: Inland Revenue DepartmentPreparing for a tax filing?
Ask Client Services what information should be organised for your situation.
Request Tax SupportUse our Financial Records Readiness Checklist to begin organising your information.