End of Year Business Checklist

We expect that many of our business clients will be preparing to send us the information to complete their 2014 Financial Statements & Tax Returns. To assist in this regard, we have prepared a checklist available from our website https://www.bqk.com.au/wp-content/uploads/2014/07/End-of-Year-Business-Checklist.pdf The list is fairly exhaustive. As a minimum we will generally need:

  • Reconciled MYOB Data File or similar information for other accounting software
  • Copies of bank statement showing the 30 June 2014 balance for all bank accounts & credit cards
  • Copies of loan statements for the 2014 FY
  • New lease or HP agreements entered into during the 2014 FY
  • Copies of PAYG summaries issued to employees for the 2014 FY

If you have any queries on the information to provide, please call our office.

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