This questionnaire is for Companies, Trusts, Partnerships & Sole Traders
Please complete if there have been any changes to your contact details:
Terms of Engagement
Accounting Systems
Manual Cashbook
No system
Loans, Hire Purchase and Lease Agreements
Inventory and/or Work in Progress
Please retain detailed stock & WIP sheets and provide if require.
Please contact us if you are unsure how to value your stock or work in progress.
Accounts Payable (Creditors)
Accounts Receivable (Debtors)
Fixed Assets
Interest Income
Investments, Real Estate or a Business
Overseas Income
Home Office Allowance
Please provide the annual totals of the following expenses in order to complete the calculations:
Please provide the details below so that we can calculate your home office claim.
Business Portion of Expenses
Please provide the business use percentage for the following expenses and upload further details if required.
Entertainment Expenses
Cash on Hand
Rental Income
Mixed Use Assets
Trust Administration
Individuals
Covid 19 Government Subsidies and Small Business Cashflow Loan
Business Activity
Meeting