Filing your Tax Return

Q. I want to get my tax return finalised early this year in order to avoid that last minute panic. What information do I need to bring to an accountant?

30th June 2017

A.The following list is a great starting point for your accountant.

  • Cash Book
  • Bank Statements
  • Cheque Book stubs/Lodgement Slips
  • Sales Invoices and Purchase Receipts
  • Debtors and Creditors listing
  • Details of any stock at year end
  • Vat returns
  • Payroll summary
  • Loan/Lease/HP statements

Your accountant may need more information after receiving these documents, but providing these documents at the outset reduces the time spent by both you and your accountant on administrative issues and leaves more time for tax planning discussions.

Disclaimer: Advice shared in this blog is intended to inform rather than advise. Taxpayer's circumstances do vary and if you feel that the information provided is beneficial it is important that you contact us before implementation. If you take, or do not take action as a result of reading this forum, before receiving our written endorsement, we will accept no responsibility for any financial loss incurred.

Call us today to make an appointment at your local office

1890 98 76 09

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Call us today to make an appointment at your local office

1890 98 76 09

Or submit an enquiry