03 789 7389 info@bullerca.co.nz

Client Checklists

Client Checklists

Using our tailor made checklists will ensure that you are sending us clear, accurate and tidy financial information. Providing all information requested will enable us to process your job more efficiently. Remember, the quicker we can get it done, the more cost-effective it is for you.

The checklists are a guide to help you collate your records to send in to us. Print out the appropriate checklist for you and your business and work your way through the questions, including all the required information as you go. Once complete, send them in with your financial records so we can prepare your financial statements and tax returns.

Remember that getting your information to us early enables you more time to understand your results; change methodologies and plan for your tax commitments. All of which we can assist you with!

If you need assistance with completing the checklist please contact us; we will be happy to help.