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.
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