MOVING
FORWARD
THE WALSH & ASSOCIATES NEWSLETTER
“IF YOU CAN’T FLY THEN RUN, IF YOU CAN’T
RUN THEN WALK, IF YOU CAN’T WALK THEN
CRAWL, BUT WHATEVER YOU DO YOU HAVE
TO KEEP MOVING FORWARD.”
MARCH 14, 2024 | LATEST NEWS
Thanks to the team over at Prosaic (an amazing startup using AI to work out GST expenses for tax returns), we’ve noted below essential tips to help you navigate the financial year end smoothly:
Before 31 March:
◼ Update your Xero details: Ensure all of your business details are accurate
◼ Bank Reconciliations: Keep your bank accounts up-to-date and reconcile any outstanding transactions
◼ Review Financial Documents: Check for any outstanding invoices, bills, credit notes, or quotes and all transactions are recorded in Xero.
From 1 April:
◼ Early Info Sharing: The sooner you provide your financial information, the quicker we can finalise your returns.
◼ Embrace Digital: Utilise online signatures for a faster, secure return process.
◼ Get AI on the job: Innovative tools like Prosaic can autonomously analyze your bank transactions and compile reports for your home office claims.
This is just an overview; we understand that this period can be hectic. If you have any questions or wish to learn more about how Prosaic can assist you, please don’t hesitate to get in touch.
📞 06 833 6295
💻 www.walshassociates.co.nz
HERE'S WHAT WE OFFER
This list is by no means exhaustive, and our team is more than happy to discuss any requirement you may have. Contact us today.
NEWS ARCHIVES
1. Sometimes as a property investor you may want to withdraw some funds for personal use-usually from the sale of
HOW DO YOU KNOW IF TAX POOLING IS RIGHT FOR YOU?
Could tax pooling be your financial game-changer? 🤔 There’s a few things to consider before making a decision. We can
Thanks to the team over at Prosaic (an amazing startup using AI to work out GST expenses for tax
Thinking of investment property or renting space in your home? have a read of the latest thoughts from
DEMYSTIFYING PROVISIONAL TAX MYTHS
While we’re on the topic of Provisional Tax, we thought it would be a great time to demystify some