It’s End of Financial Year!

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A new financial year is upon us and that means that it’s time to check the accuracy of your financial information in your accounting software for the past financial year, and to gather the documentation that we, as your accountant, will need to finalise your accounts and file your tax returns.

The sooner we have this information the sooner we can complete your accounts and notify you of your tax position. It’s a good idea to have this information as soon as possible so that you can make informed business decisions based on accurate data.

If you feel that your business is going to look significantly different this financial year you need to talk to us so that we can more accurately estimate any provisional tax.

What do we need from you?

If your business is already linked to us through your online accounting platform (like Xero), the good news is that we already have most of this data.

We created a checklist for our clients as a reminder of what they need to start thinking about gathering up as the end of the financial year hits…

We thought this would be useful for clients and non-clients alike.

So, if your accountant has not sent you anything – here is a complimentary checklist on us!

Download our FREE End-of-Year Checklist here.

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