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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.

Date published 30 Jun 2017

This article is intended to inform rather than advise and is based on legislation and practice at the time. 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 article, before receiving our written endorsement, we will accept no responsibility for any financial loss incurred.

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