Inland Revenue expects you to keep records that support every figure in your returns, generally for seven years. For an agent that means income, expenses, and the documents behind them.
What to keep
- Invoices you issue and receipts for what you buy
- Bank statements and reconciliations
- Vehicle logbook and home office workings
- Asset purchase and sale records
Paper fades and shoeboxes get lost. Digital, dated and searchable is what you want.
Realty AI stores and indexes your records automatically through the document stack — audit-ready, always.