Quick tips for your 2025 tax info

A stress-free tax return starts with having your documents ready. To help us prepare your financial statements and tax returns efficiently, gather these essentials:

• Mixed-use holiday home income and expense details - including days available, days rented, days used privately

• Updated vehicle logbooks or mileage records

• Cryptocurrency trading activity

• Foreign currency bank statements

  
  

• Interest & dividend certificates, Portfolio Annual Tax Statement

• Insurance policies and premiums

• Phone & internet bills where you take advantage of a group plan for both business and personal

• Receipts for repairs, maintenance, or other large abnormal business expenses

• Copies of asset invoices

• Copy of your stocktake and work in progress

• Bank statements as at year-end

• Your aged payables - what you owe to your suppliers

• Your aged receivables - what your customers owe you

• Current mortgage interest statements and year-end statement balance

Need guidance? Check out our definitive list of documents you need individually and for business here. We’re here to help make your tax season straightforward. Contact us today