Sole Trader & Partnership Accounts Preparation (Ireland)
We will prepare your year-end company accounts and handle your personal income tax return (Form 11) with Revenue so you’re compliant and have clear numbers for lending, planning, and growth.
Who this is service for?
- Sole traders needing accounts for Form 11 and business management.
- Partnerships needing year-end accounts and their required Revenue returns, plus partners’ personal returns.
Please note: If you are a limited company, see our service page on Financial Accounts and Reporting for Ltd Companies
What’s included
- Year-end accounts: income and expenditure (or profit and loss), balance sheet, and working papers.
- Revenue filings aligned to your setup (e.g., personal income tax for sole traders; appropriate partnership and partner filings).
- Pre-submission review with a simple action plan for the year ahead.
- Optional: bookkeeping clean-up, VAT support, payroll.
Important Deadlines
- Personal income tax filing and payment occurs annually; the specific ROS e-filer extension date varies year by year.
- Partnerships have their own required returns; each partner must also file a personal return.
What happens when you come onboard as a client
- Access and data tidy; reconcile bank, sales, and purchases.
- Draft accounts and tax workings; partner review.
- Sign-off and submit relevant returns to Revenue.
What we need from you
- Bank statements, sales and purchase records, expense logs.
- Fixed-asset and loan schedules and prior-year return (if any).
- Access to your bookkeeping (Xero, QuickBooks, or spreadsheets).
If you need help switching accountants we can take care of the process for you.
Call now on 01 604 0011 for a free consultation.
Frequently Asked Questions
- Do sole traders file anything with the CRO?
- What records do I need to keep and for how long?
- When does it make sense to switch from a sole trader to incorporating a company?
No. CRO filings (such as the B1 annual return) are for companies. Sole traders file their personal income tax with Revenue.
Keep sales, purchase, bank, and expense records for the statutory retention period; we can advise practical retention and digital workflows.
Common considerations for incorporating a company include growing profits, liability protection needs, investor requirements, and tax planning; we can help you address the pros and cons before you decide