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Remember to provide all the relevant documents we will need to put together your financial statements for the year.

Have you got yours ready? Here is our checklist for information we need – most of which is automatically available for us if you use Xero.

Income:
Sales
Commission received
Interest received (if the investment is under the business name)
Professional fees
Rent received (business)

Expenses:
ACC
Accounting fees
Advertising
Cellphone (business use)
Computer
Entertainment
Equipment lease
Insurance (only business related)
Interest (for business loan)
Licenses & registration
Materials
Motor Vehicles (if not 100% business, please contact us for how you should keep your records)
Office expenses (if any)
Printing & Stationery
Protective clothing (if applicable)
Purchases
Rent (if applicable- i.e. shop rent)
Repairs & Maintenance
Repayment (for business loan)
Rubbish Removal (if applicable)
Subcontractors
Subscriptions (if applicable)
Wages

Home-Office Expenses:
Rates For personal house
Power For personal house
Interest Mortgage on personal house
Insurance for personal house
Telephone For personal house

Unsure on what documents you need? Check with us.