Information Required
For all clients, we will need:
- Bank confirmations for all bank accounts, credit cards, and loan statements as of 31 March 2025.
- Loan statements for any hire purchase or finance agreements in place as of 31 March 2025, or that have been paid off during the year.
- Supporting invoices for:
- Insurance
- Asset purchases (or large repairs & maintenance items)
-Large or one-off stock purchases
If you pay staff (and we don’t have access to your payroll system) – please run an end of year payroll report from your payroll system (after the last payroll is processed) and send this to us.
Business Clients – Additional Requirements
For business clients, you will still however need to complete the following processes (if applicable) dated on or before balance date (e.g. 31 March 2025):
- Complete a stock take
- Write off any bad debts
- Record your accounts receivable (invoices owed to you) and accounts payable (bills you need to pay)
Submitting Your Documents
We recommend sending through copies of these documents now (or even during the year – such as invoices for asset purchases). This will make it easier for you to send us documents while you have them, rather than trying to find them months on.
For Xero users, documents can be:
- Uploaded into Xero Files
- Attached directly to the respective transaction
Please contact your manager for details of your unique Xero email address to send this information to.
If you have any questions regarding any of the above or the end of year process, please contact us!
Best regards,
The Team at Morrison Creed
