End of year checklists
We know how much there is to remember and collate when you’re getting your financial information ready to bring in to us. That’s why we have developed a number of checklists to make it easy for you to collate the information that we need to prepare your financial statements and tax returns efficiently and promptly.
Please click on any of the following checklists:
financial-statements-checklist
Once you’ve collated everything just tick off the checklist, sign it and post or bring it in to us with your 2009 financial records. Please don’t forget to sign it!
Business Advisory Accounting & Tax Services Limited
Chartered Certified Accountants & Business Advisors
PO Box 33-1082
Takapuna
Auckland 0622
If you have any problems printing the checklists please ring us on 09 449 0417.
Disclaimer
These checklists help us to prepare your returns efficiently and in a timely manner. They also ensure that we ask the right questions to help eliminate mistakes. The IRD and our own professional bodies are “encouraging” us to ensure that we have fully completed and signed checklists. It is possible that you will not need to complete all parts of the checklist and for those of you who subscribe to our monthly cash book service we may already have your cash book.
Please note that the time that we need to prepare your returns will increase if we have to contact you to obtain missing information, trace transactions bewteen several accounts or read illegible handwriting.
