Annual Guides.
Everything you need, at your fingertips.
Not sure what information we need to prepare your End of Year Financial Accounts? These handy guides ensure you supply all the information we need to prepare your End of Year Financial Accounts.
And if you need something specific and it's not here, your Client Manager will be able to assist you.
2024 Client Checklist & Terms of Engagement
Each year we like to check we have a clear understanding of your instructions. If you haven’t completed this engagement form before, please ensure this is enclosed with your files, either in your software, printed, or in a PDF.
Then, read on to find the appropriate guide(s) for the type of business you have. Please fill these in, either digitally, or by printing them. They need to be included with your accounts when its time to hand them in.
Do you run a business?
If you run a business, choose from either the Software Guide, or Manual Guide.
Tax Return Guide.
If we only prepare tax returns for you, please read the Tax Return Guide.
Rental Property.
If you have a rental property complete the information on the guide.
If you are a farmer, read the Farming Guide and complete the relevant Stock Tally form.
Farming Guide.
Outstanding Payments & Receipts.
If you have accounts receivable (owed to you) or payable (owed by you) at your financial year end, complete the appropriate form.
If you receive, or are eligible for Working for Families, complete this checklist. If you are unsure, please get in contact with your Client Manager.