Companies Checklist

Name(Required)

Details

If you check 'Yes' to any of the items below, please upload to your preferred portal: JBA Portal, Xero, MYOB Essentials, MYOB AccountRight. Be sure to click submit at the bottom of the page. If you have any issues, please contact our Practice Manager at: practicemanager@bouzios.com.au Thank you for your co-operation!

Financial Records

Have you gathered all financial statements, including income and expenses?(Required)

Tax Documents

Have you collected tax-related documents like receipts, invoices, and ensured you have a record of any tax payments made?(Required)

Legal Compliance

Habe you kept up-to-date on business licenses and permits? Noted any significant changes in your business structure?(Required)

Employee

Have you provided employee payroll records and contracts?(Required)

Insurance Details

Have you shared information about your business insurance policies?(Required)