Document Checklist Has the Accountant prepared your tax return since the last document collection? Copy of Tax Return Copy of Financial Statements Copy of invoice for your accounting fees Any other written advice your accountant may have provided Have you transferred any monies between you accounts (business to personal or personal to business) Bank receipts with account details e.g. Personal to business a/c Bank Statements for the period Have you received any income in the period? Invoices for Goods / Services … Continue reading Document Check list
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