Taxation · PREPARATION CHECKLIST
Business record preparation
Prepare a structured conversation about accounting and financial records.
Download checklistUse this before your first discussion.
- Identify the business, reporting period and required output.
- Record accounting software, transaction volume and current backlog.
- Organise relevant invoices, receipts and bank information through an agreed secure channel.
- Identify reconciliations and outstanding differences.
- Assign owners for information, clarification and approval.
- Confirm any filing or audit requirements with the appropriate professional.
This checklist helps organise a scoping conversation. It is not a substitute for a tailored assessment or professional advice. Please use an agreed secure channel for confidential records.