31 March has come and gone, but the work isn’t over yet! Now is the time to get your tax returns in order, and we’re here to help make the process as smooth as possible.
Here’s what you need to do:
Gather all financial documents: receipts, invoices, bank statements.
Reconcile transactions in your accounting system and check for errors.
Review outstanding debts and overdue payments.
Take stock of inventory and reconcile records. Provide loan & credit card statements (1/4/24 – 31/3/25). Send bank statements showing the closing balance as of 31 March 2025.
If you have any unpaid sales invoices that won’t be paid (“bad debts”), let us know in your annual questionnaire.
Share any extra details your accountant might need - think assets, investments, or anything we usually request.
Getting organised now means a smoother process (and fewer headaches) later.