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Checklists 2010
This is where clients can download checklists to help them compile all relevant information for the year ending March 31 2010 to assist in the preparation of financial statements and tax returns.
The checklists are a step by step guide of all important information required at year end. In addition to backed up system files (such as MYOB), commonly omitted information includes mortgage/loan documents, bank statements covering 31 March, RWT and dividend certificates, fixed asset purchases and sales/disposals, hire purchase and lease documents, legal fees and outstanding holiday entitlements.
Please select the applicable checklist from the links below.
Sending Information Securely
Electronic data including scanned documents can be sent to us via your secure client area. This protocol is actually more secure than standard email adding an additional layer of protection to your sensitive financial information.
If you haven't already signed up for this free service why not email us to arrange for your very own personalised secure client area.
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