HAPPY NEW (FINANCIAL) YEAR!!


FROM THE TEAM @ GILES & ASSOCIATES!

Another year has begun.....just a quick reminder  to click on our website www.gilesgroup.co.nz to download the appropriate end of year questionnaires.

We will need details such as:

*      a stock take as at 31 March 2018 (if applicable).

*      provide a list of debtors (money owed to you) and creditors (money owed by you) including any bad debts to be written off.

*     make a list of any assets sold/purchased during the year, including any assets that may have died or are no longer in use.

*    Bank statements showing bank balances as at the 31 March 2018.

*    Loan statements.

*    Interest received certificates and dividend statements.     

 If you have any questions, we would be pleased to assist.

 

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