Your business growth partner

Year End

As part of our commitment to ensure your tax filing obligations are met, please provide the following information (where applicable):

  • Copies of bank statements showing the closing amounts as at balance date
  • Copies of loans, hire purchases and lease statements
  • Cost price (excl GST) of the stock on hand at balance date
  • List of the Accounts Receivables (Debtors) at balance date
  • List of the Accounts Payable (Creditors) at balance date
  • Tax invoices for all assets purchased and sold and details of any discarded or written-off
  • Balance of the Cash on Hand and Petty Cash at balance date
  • Interest and Dividend statements as well as investment reports from your Financial Advisor
  • Details of overseas investments or income
  • Details of any Covid-19 Relief Subsidies and Small Business Cashflow Loan Scheme
  • Details of any motor vehicle private use, e.g., total business %, copy of recent logbook
  • Donation receipts
  • Home Office details:
    • Area used for business – m2
      • Total home area – m2
      • Power/Gas
      • Phone & internet
      • Home & Contents Insurances
      • Rent or mortgage interest
      • Repairs & Maintenance


If you would like to complete an end-of-year Checklist please download the relevant questionnaires for you and your business from the documents below.

Also, you might want to read our News post here for “Getting Organised for the New Financial Year”.


Please don’t hesitate to give your REAL Client Manager a call or email if you have any questions or need help with preparing your Year End documents. Email your completed questionnaires to the team at