Get your records ready for year-end accounts.

Sales and bank records

• Bank and credit card statements for the period your accountant requests.
• Sales invoices, payment platform statements and records of cash income.
• A list of unpaid customer invoices and supplier bills at year end.

Expenses and assets

• Receipts and invoices for business purchases, organised by category.
• Details of equipment or vehicles bought or sold, including dates and amounts.
• Notes about any costs shared between business and private use, for your accountant to review.

Loans, payroll and tax

• Loan statements and agreements, including new borrowing or repayments.
• Payroll summaries if you employ staff, and details of any unresolved payroll questions.
• Copies of relevant IRD correspondence and a list of returns already filed or still outstanding.

Changes to explain

• Changes in business ownership, structure or trading activity.
• New income sources, overseas transactions or marketplace income.
• Anything missing from your records, plus the questions you want to cover with Mohit.

GST or rental income?

If you are GST registered, also confirm your last filed period and any outstanding returns. See GST filing support and preparation details.

For rental properties, gather property manager statements and records of costs paid directly. Our rental accounting page includes a separate property records list.