It’s a new financial year!

Let’s make 2015/16 the year you take control of your tax and improve your financial wellbeing.

At Lee & Lee, our aim is to help private business owners and property investors to make smarter informed decisions so you can have a secure and brighter financial future.             

We have prepared a simple and useful checklist for you to start work on the preparation of your 2015 taxation information.

What we need from You

To get started on your work this financial year, we will need the following documents and information from you.

For your Business Income Tax Return & Financial Statements

First Time Financial Statements and & Tax Returns




  • Copy of previous financial year income tax return and financial statements, including all supporting depreciation schedule, HP schedule, borrowing costs schedule, etc.

  • Copy of the company constitution with related minutes of meeting and last company annual statement, if you are new client

  • Copy of the Trust deed related minutes of meeting, if you are new client

Computerised Accounts
  • Your business accounts computer file data from 1 July 2014 to 30 June 2015 and Access and Password (if not using Xero)(For Xero user, please invite as an advisor user to access your accounting data)

Name of Program (i.e. MYOB or Quickbooks) _____________________________

Version umber: _____________________________

User name (if applicable): _____________________________

Password (if applicable): _____________________________

Manual Accounts
  • Please provide the following information:
    • Cashbook (if applicable)

Other essential documents
  • Copy of bank statements showing the balance at 30 June 2015 for ALL your business bank accounts.
  • Copy of bank loan statements showing the balance at 30 June 2015 for ALL your business loan accounts.
  • List of Debtors and Creditors as at 30 June 2015
  • Closing stock on Hand as at 30 June 2015 ________________________
  • Purchase Invoice/Documents for any assets purchased between 1 July 2014 to 30 June 2015
  • Sale Invoice/Documents for any assets sold between 1 July 2014 to 30 June 2015
  • Payment Summaries for all your employees for the 2015 Financial Year
  • Details of your Superannuation Payments for  all your employees for the 2015 Financial Year


Has Anything Changed for You?

Can you please advise us of any of the following changes for you?

  • Home and business address
  • Phone numbers
  • Website/email address
  • Marital Status
  • Children
  • Any other changes in the past year?


Remember – We are here to help you to make your financial life easier and better! At Lee and Lee, we have a strong focus on strategy and advice, not just providing accounting and compliance services. We have a serious interest in financial wisdom and wealth. We care about making a big difference.

If you have any queries or concerns about what information you need to provide to us, please do not hesitate to contact our accountant for assistance.

I look forward to meeting with you again and the opportunity to work with you.

Written by Tony Lee, Partner


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