RiQ prepares your working papers.

Upload the client's bookkeeping and any supporting documents. RiQ reconciles everything, builds the schedules, links it all through to the trial balance, and hands it back ready for your review.

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New

Tell RiQ who it's for, then give it everything you have.

Firm preferences — standing instructions applied to every job

Set how your firm likes things done once — RiQ applies it to every job, so you needn't re-type your quirks. e.g. "Round depreciation to whole pounds", "Always include a use-of-home claim where relevant", "Flag any debtor over 90 days".

Client

Entity

Anything RiQ should know (optional)

What to send for the best result

Bookkeeping: a full-year transactions/GL export and the trial balance (CSV or Excel — not Apple Numbers)
Bank: statements for the whole year, including any second accounts (Wise, PayPal, Stripe)
Aged debtors and aged creditors listings
Finance agreements: HP, loans, mortgages and any completion statements
Payroll: P11s / P32 / P60s if there are employees
VAT returns for the year if VAT-registered
Last year's working papers (as a real .xlsx) to roll forward, and your firm template if you use one
A quick note on anything unusual — it saves a re-run

The client's records

Last year's working papers (optional, lets RiQ carry the balances forward)

Your working-papers template (optional, RiQ will prepare into your firm's own template)

Preparation depth

Your jobs

Work

Powered by RiQ, the IQ Suite's preparation intelligence. Your documents are processed privately and removed when a job is finished.

PrepIQ

PrepIQ

RiQ prepares your working papers.

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Your jobs