Tax Return Information Required by Us

If we do not have access to your accounting software we need be given some key information.

Therefor to make sure the preparation of your return goes as smoothly as possible and so that it is lodged in a reasonable timeframe, it is essential to have the necessary paperwork ready to upload or  email to us.

As you can understand, we have stringent guidelines that we need to follow regarding documented evidence regarding income and deductions, therefore we request the following…

The following items are essential for a business return:

  • All new clients must provide photo ID
  • Bank statement balances as of 30 June
  • A Profit and Loss Statement from 01 July to 30 June
  • A Balance Sheet as of the 30 June

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