Business Finance Assistant is not a document storage facility. You should regularly download and archive your records in line with HMRC’s document retention policy.
To request an archive of your data:
- Go to ‘Your Profile’
- Select ‘Account and Billing’
- Select ‘I want an archive of all my data’
- Input the Accounting Period
- Select ‘Request’
You will then receive a secure email from Business Finance Assistant advising you that a copy of your accounting data is ready for download.