Companies Checklist

Name:

Email address:

Business Name:

Financial Records

Financial Records

If you check 'Yes' to any of the items below, please upload to your preferred portal:

Be sure to click submit at the bottom of the page.

If you have any issues, please contact our Practice Manager at: practicemanager@bouzios.com.au

Thank you for your co-operation!

Financial Records

Have you gathered all financial statements, including income and expenses?

Yes

N/A

Tax Documents

Tax Documents

Have you collected tax-related documents like receipts, invoices, and ensured you have a record of any tax payments made?

Yes

N/A

Legal Compliance

Habe you kept up-to-date on business licenses and permits? Noted any significant changes in your business structure?

Yes

N/A

Employee Information

Have you provided employee payroll records and contracts?

Yes

N/A

Insurance Details

Have you shared information about your business insurance policies?

Yes

N/A

Thank you for your co-operation!

Please fill out all required fields.

Share by: