Help us help you - Here's a quick guide to the type of information you should provide us with:
Simply scan and email these documents to us or directly to your Xero account
Find out how here
- Asset Purchases over $1,000 (e.g. a car or equipment): Tax invoice or receipt
- Hire Purchases or Finance: Hire Purchase or Finance Agreement
- Property Sale / Purchase: Sale & Purchase Agreement, Bank Loan documents
- If you have a Trust: Trust Deed
- New Clients: Previous year’s financial statements (if any)
- AML Requirements: Some clients may need to provide us with their ID (if we provide certain services). We will let you know if this is you – Click here to see Client AML Requirements.
Other helpful info:
- GST Returns: It’s important that you review the transactions in the GST reports we send you to ensure they’re correct, before you approve for filing.
- Coding in Xero: If you are unsure how to code a transaction in Xero, you can use the discuss tab to tell us what it was for and then click SAVE.
- Payment References: When you’re making payments using internet banking, please update the reference field to say what the payment is for. This will go a long way to ensuring it’s coded correctly.
- Cash Payments: If you’ve paid for a business expense personally or with cash, let us know so we can enter it into Xero.
