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Annual Year-End Check-In

Let's make year-end simple
This should only take a few minutes. Answer the questions that apply to you and the rest will be taken care of.

Client Details

Client/ Entity Name

Entity Type

General questions

Have there been any significant changes to your business, activities or circumstances during the year

A
B

Did you receive any income during the year that may not be recorded in your accounting records

A
B
C

Did you receive any overseas income or hold any overseas investments/assets during the year

A
B
C

Were there any significant or unusual transactions during the year that we should be aware of

A
B
C

Did you purchase or sell any assets during the year

A
B

Did you take out, refinance or repay any loans, hire purchases or leases during the year

A
B

Have you received any correspondence from IRD that we may not have seen

A
B

Have there been any legal disputes, claims or other significant matters that could affect your financial statements or tax position

A
B

Is there anything else that happened during the year that you think we need to know

A
B

Annual Declaration

I/We confirm that the information provided in this questionnaire is true and complete to the best of my/our knowledge
I/We instruct Josh Mann T/A Long Game Advisory to proceed with the preparation of the annuals financial statements and/or income tax returns for the period referred to in this questionnaire
I/We acknowledge that the existing terms of engagement with Josh Mann T/A Long Game Advisory continue to apply to these services
I/We understand that further information and supporting documentation may be requested as a required to complete the engagement

Name

Date

Signature

Signature