If you EOFY date is May please read…
9 May 2024
If you’re balance date/end of financial year is 31 May, there are a few things you need to do to help us prepare your financials.
- Take a stocktake
- If your business sells products/has stock, you’ll need to do a stocktake on 31 May. If you’re a business that sells products, then you need to take a stocktake of your physical inventory. If you’re a farmer, then you need to take a physical livestock tally.
- Send in your EOY papers
Compile a folder (digital or hard copy) with a copy of the following documents:
- Bank statement that shows the balance on 31 May 2024 for all your bank accounts and loans.
- Insurance invoices.
- ACC invoices
- Loan statements for the year (if applicable).
- Any new loans or refinancing documents.
- Invoices for assets purchased and sold
- GST workings and reports
- Submit the online questionnaire
In late May/early June, you’ll receive an email from us with an online questionnaire to fill out and submit. If you haven’t received this by the end of June, let us know.
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To discuss all your account matters please call us on 09 438 1001
