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Guide · your judgement, your record

Organise business evidence

Assign a current practice member to each source-linked business process review. Add a redacted PDF or image of business evidence, record your own review and expiry dates. Keep personal suitability checks with HMRC; exclude credentials and personal tax details. Internal assurance requires the complete checklist and supporting documents.

Prepare your practice record

Your practice makes the judgement. The register keeps the reasoning and evidence together.

Create an account → Trust & evidence handling