Questions and Answers

What do I need to file my tax return?

I want to be more organised this year and file my tax return early but what information and documents do I need to have ready?

In order to prepare your tax return accurately and file it on time an accountant will need to produce a set of accounts for your business.

To produce these accounts the accountant will need as much of the following information that applies to your business:

• Receipts & Invoices

• Bank Statements

• Copy of VAT returns

• Details of wages paid to any employees

• Debtors & Creditors List

• Cheque Book Stubs & Lodgement Slips

• Loans, HP & Leases

• List of assets used in the business

• Stock and/or Work in-Progress Figures

Download our handy checklist here and contact us to arrange a meeting with your accountant today.

Date published 25 Jun 2019

This article is intended to inform rather than advise and is based on legislation and practice at the time. Taxpayer’s circumstances do vary and if you feel that the information provided is beneficial it is important that you contact us before implementation. If you take, or do not take action as a result of reading this article, before receiving our written endorsement, we will accept no responsibility for any financial loss incurred.

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