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.