It’s that time of year, the start of the new financial year (for March balance date clients).
it’s time to start gathering the necessary documents for your year-end processing. This includes bank confirmations, loan statements, invoices for key expenses, and payroll reports if applicable. Business clients should also complete essential tasks like stock takes and recording accounts receivable/payable.
To streamline the process, we recommend uploading documents throughout the year. Click the link below for full details on what’s required and how to submit your information.