Preparing records for a bookkeeping or tax discussion
An organised set of records can make a professional consultation more focused. This checklist helps gather questions without deciding your tax treatment or financial strategy.
Work through the checklist
List your activities, reporting periods and the people or entities involved. Gather invoices, receipts, bank records and prior filings through secure channels.
Mark missing records and transactions you cannot explain. Keep personal and business questions separate, and avoid guessing a classification to complete a spreadsheet.
Ask the adviser about qualifications, responsibilities, deadlines and secure document exchange. Request a written description of the work and what information you must supply.
A useful question
Should I send sensitive records with a first enquiry?
Ask for the professional's approved secure process first. A general enquiry can describe the work without including account credentials or identity documents.