Partnerships Checklist

Name:

Email address:

Business Name:

Please upload checked documents to your preferred portal:

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 Statements

Have you shared partnership financial statements?

Yes

N/A

Tax Information

Tax Information

Have you provided information related to partnership taxes and Schedule K-1 forms?

Yes

N/A

Partnership Agreement

Have you shared any updates or changes to the partnership agreement?

Yes

N/A

Insurance Records

Have you provided details about partnership insurance policies?

Yes

N/A

Profit Distribution

Have you shared how profits are allocated among partners?

Yes

N/A

Other

Remember to keep your records organized and easily accessible. This simplified checklist will help your accounting firm efficiently handle your financial matters.

Thank you for your co-operation!

Please fill out all required fields.

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