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Welcome to the Financial New Year

 

Another financial year is at an end. We have listed below the steps you need to take to collate and send us all your information for your balance date. 

 

The 2014 Individual, Company and Business Financial Accounts Questionnaires, Checklists and Schedules are on our website. Please click here to go straight to the Questionnaires.

Please download the necessary checklists and complete as accurately as possible.

 

 

Then please follow the following steps:

 

STEP 1

 

If your business carries Trading Stock, conduct a STOCK COUNT as at the close of business at the end of your financial year to determine your Stock On Hand.

 

STEP 2

 

Complete the 2014 Financial Statements checklists and Schedules of Accounts Receivable, Accounts Payable and questionnaires once this information is available.

 

STEP 3

 

Enter the details of any non-business income (eg wages, salary, interest, dividends, rentals etc) on the Individual Tax Return Questionnaire(s) and attach the various advice notices (ie all Interest & Dividend notices etc) you have received.

 

STEP 4

 

Return all of the completed forms and any other relevant information to us as soon after Balance Date as possible.


If you have trouble printing these forms from our website please contact us and we will forward a copy in the mail

Don't forget, if you have more than one entity please complete separate forms for each.

Please do not hesitate to contact us if you would like assistance with filling out these forms.

We look forward to hearing from you in the near future!


 

The Pimm & Co Team