Resources & Insights

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’ve written these checklists to help you to gather the information we need to prepare your financial statements and income tax returns.

The information required relates to the tax year from 1 April 2018 to 31 March 2019. If your income year is different, please contact a Business Advisory Services staff member. When you’ve gathered your tax information, please call for an appointment or if you feel an appointment is unnecessary, simply mail or email your information to us.

Checklists