Most NZ businesses have a 31 March balance date. As a bookkeeper we need to line our ducks in a row to be ready. This tutorial looks at what needs to be prepared beforehand, the information that should be gathered, and what work is done afterwards. Link for the recording here.
In this tutorial, Leaine expertly guides you through:
- Identifying critical areas requiring attention before 31 March
- Strategizing for post-March activities
- Understanding tasks that demand more time and attention
- Implementing best practices using efficient workpapers
- Effectively compiling all necessary documents for your client’s accountant.
Checklist Year-end Example
Video Accessing GST and PAYE IR info
(also at the end of the recording)
Slides Tutorial
