Our people focused approach is about getting to know your business like the back of our hands and building a lasting partnership based on honesty and trust, so you can grow, plan, and design your business for better.
Tools
Checklists
Behind every set of books and every set of accounts are our clients. While our work naturally focuses on the numbers, our motivation is all about the people behind those numbers.
Annual Financial Statements & Tax Returns Checklists
Follow the steps below to ensure we have all the information required to make your experience with us as seamless as possible.
- Identify the entities (Company, Partnership, Trust, Sole Trader) for whom Annual Financial Statements are to be prepared for.
- Select the appropriate checklists
- Complete the checklists and compile supplementary information. Electronic documents and backups can be emailed directly to the appropriate contact email address as below.
- Make an appointment to drop in your information if needed.
Commercial
Use this checklist if the entity is in a commercial business including:
Retail, contracting, providers of service, manufacturing, tourism/hospitality, and trades.
Farming
Use this checklist if the entity is in a farming business including:
Dairy, sheep/beef, grazing, cropping and farm rentals.
Rental/Investment
Use this checklist if the entity is a rental/investment business including:
Financial investments, residential rentals, commercial rentals, trust holding shares, trust holding personal property and mixed use assets.
Tax Return Only
Use this checklist if the entity requires a tax return only including:
Salary and wages, residential rentals, interest and dividends and overseas income.
Additional Checklists
Working For Families Checklist
Please Note
One checklist is required for each entity (Company, Partnership, Trust, Sole Trader). If you only have tax returns prepared, download the Tax Return Only checklist.
If you receive Working for Families please also download a Working for Families checklist.
If you own a rental property individually or jointly (not in a Company, Partnership or Trust) also complete a Tax Return Rental checklist.
More Business Advisory services.
-
TetraMap®
Centering on communication and relationships, TetraMap® gives participants clarity on themselves, behavioral preferences and how to best interact with their team.
-
Office Systems and Process Review
Do you feel your office processes could be more efficient?
-
Business Acquisitions
We'll undertake due diligence and work alongside you when acquiring a business.
-
Strategic Planning
Together we'll identify challenges that might be holding you back, and opportunities worth taking.