Please find a link to our 2018 Compilation Agreement below, this must be completed in full and all pages returned to us before we are able to begin your Financial Statements.
Below are links to our 2018 Questionnaires that offer guidelines on what supporting documentation we will also need (for those with a financial year ending 31 March 2018)…
If you use Xero for your accounts, you can also see their recommended ‘end of financial year process’ here
Your Bank and Loan Statements are REQUIRED supporting documentation and can be accessed from the ‘Documents’ tab within internet banking. Please be aware, if we need the Bank to provide us with your statements, the Bank will charge you $4.00 per statement.
If your Financial Statements are required urgently, please contact our office by email, stating the reason(s) why, and the date they are required.
We appreciate your continued support!