READY FOR HANDOVER
Year-end preparation
A more organised handover at the end of the year.
Who this is for
Businesses preparing records for their appointed tax or year-end professional.
A clearer scope
Bring together the schedules and supporting records required for an orderly year-end handover. Filing responsibilities and local requirements are confirmed with your appointed specialist.
Included in your scope
Year-end reconciliation of agreed accounts
Supporting schedules and open-items list
Coordination with your appointed adviser
An organised document handover
Outside this scope
Tax filing unless separately agreed
Legal opinions or statutory audit
Promises of a specific tax saving
What you receive
A year-end preparation pack for your appointed professional.
Starting point
Quoted by entity and records