Current position
Bring bookkeeping, reconciliations and management accounts up to date before planning begins.
Tax planning starts with reliable accounts
The commercial and accounting work prepares a current financial position. Tax advice and tax agent services are then delivered under a separate engagement with the registered tax practice partner.
Cash impact
Map expected tax payments into the cash-flow forecast and identify timing pressure.
Registered tax engagement
Tax advice, reporting and lodgement are handled through the separately engaged registered tax practice partner.
Information to prepare
- Current-year management accounts
- Prior-year financial statements and returns
- Entity and ownership structure
- Asset purchases and disposals
- Finance and loan schedules
- Planned distributions or major transactions
Stelloxy Advisory does not represent this page as a standalone tax-agent engagement. Tax agent services require the separate engagement described above.
Start before the year-end deadline
A short scope call identifies which accounting information is missing and how the registered tax engagement will be coordinated.