New Client Procedures - Individuals
For your first meeting we suggest that you bring:
- Last year's tax return
- This year's payment summary (group certificates)
- Interest earned during the year
- Dividend slips (if any)
- Deductions (it will be helpful to bring your receipts)
We'll then complete our standard questionnaire with you to understand your tax affairs. Ideally your tax return will be completed, signed off and lodged at our initial meeting.
New Client Procedure - Small Business
For your first meeting we suggest that you bring:
- Last year's tax return (individual, company, trust etc.)
- This year's payment summary, if any
- Last year's:
- Financial statements
- Depreciation schedule
- Debtors and creditors (if any)
- This year's:
- Bank statements (essential)
- Cheque books and deposit slips
- EFT print outs (if any)
- Activity Statements
We will complete our standard questionnaire with you to understand your personal tax affairs: and also confirm the accounting and tax position of your business. Further work on your business accounts and tax return will be carried out by our staff. A final 'sign off' meeting may be required, but we generally forward final documents via email. Links