Year-end Checklist - HJP Chartered Accountants Hertfordshire and beyond

Question 1

Your Business Name:(Required)

Question 2

If we have any questions, how would you prefer to be contacted?(Required)

If your phone number or email address has changed, please provide the new details in the "Other" box below

Mobile

Landline

Other

Question 3

Is your Xero up to date to your year-end?(Required)

Yes

I need help with this!

I'm not on Xero, but my book-keeping is up to date

Question 4

For all your business bank accounts, business credit cards and business loans; please provide a final statement for the year (include PayPal, Stripe etc):(Required)

If you do not have your final statements yet, please continue with the form and send the bank statements across to us at a later date

I'll upload my statements below

I'll send my statements later

Please upload your final statement here

Max. file size: 300 MB.

Question 5

Do you use any Apps with Xero?(Required)

Dext

Hubdoc

Autoentry

Expensify

Go Cardless

Stripe

None, but tell me more!

Other

Question 6

Do you hold any stock?(Required)

Yes

Please attach a stock spreadsheet if you have one

Max. file size: 300 MB.

Question 6a

What do you have on hand at your year-end and how much did it cost you?

Question 6b

Are you likely to recoup what this stock cost in full?

Yes

No, I expect I would receive:

Question 7

Do you pay any salaries?(Required)

Yes, you guys look after this for me

Yes, everything is on Xero

Yes, I will upload the documents in the box below

Please upload documents here

Max. file size: 300 MB.

Question 8

Is there anything owed to you that is not in Xero?(Required)

Yes

I need a chat about this

Please provide further details

Question 9

Is there anything you owe that is not in Xero?(Required)

Yes

I need a chat about this

Please provide further details

Question 10

Had you done any work before your year-end that you hadn't billed for before the year ended? (We call this Work in Progress)(Required)

Yes

I need a chat about this

Please provide further details

Question 11

Are any of your customers unlikely to pay you what you have billed them?(Required)

Yes

I need a chat about this

Please provide further details

Question 12

Were there any new loans in the year?(Required)

Yes, I have uploaded the relevant documents

I need a chat about this

Please upload documents here

Max. file size: 300 MB.

Question 13

Were there any new leases in the year?(Required)

Yes, I have uploaded the relevant documents

I need a chat about this

Please upload documents here

Max. file size: 300 MB.

Question 14

Were there any new hire purchases in the year?(Required)

Yes, I have uploaded the relevant documents

I need a chat about this

Please upload documents here

Max. file size: 300 MB.

Question 15

Did you buy anything significant in the year that you want to draw our attention too?(Required)

Yes

I need a chat about this

Please provide further details

Question 16

Did you buy any new cars/vans/motorbikes during the year?(Required)

If yes, please provide as much information as possible and confirm the CO2 emissions

Yes, I have uploaded the relevant documents

I need a chat about this

Please upload documents here

Max. file size: 300 MB.

Please provide further details

Question 17

Did you buy any foreign currency forwards?(Required)

If yes, please upload copies of the contracts

Yes, I have uploaded the relevant documents

I need a chat about this.

Please upload documents here

Max. file size: 300 MB.

Question 18

Are you a Limited company?(Required)

Yes

Question 18a

Did the directors have any meetings?

Yes, I have uploaded the minutes

Please upload documents here

Max. file size: 300 MB.

Question 18b

Have any of the shareholders requested an audit?

Yes

I need a chat about this

Please provide further details

Who has requested the audit and why?

Question 18c

Have any of the shareholdings changed during the year?

Yes

I need a chat about this

Please provide further details

Question 18d

Do any of the shareholders own any shares in other Limited companies?

This does not include small shareholdings in listed companies (e.g. BP, Tesla, Apple etc)

Yes

I need a chat about this

Please provide further information i.e. company name and percentage of shares held

Question 19

Did you buy or sell any goods or services with anyone you are related to or have a personal relationship with?(Required)

Yes

I need a chat about this

Please provide further details

Question 20

Do you expect your business to continue trading for the foreseeable future (for at least the next 12 months)?(Required)

Yes

I need a chat about this

Question 21

Anything else you want us to know?(Required)

Yes

Please provide further details

Please upload documents here

Max. file size: 300 MB.

Comments

This field is for validation purposes and should be left unchanged.

Year-end Accounts Checklist

Question 1

Question 2

Question 3

Question 4

Question 5

Question 6

Question 6a

Question 6b

Question 7

Question 8

Question 9

Question 10

Question 11

Question 12

Question 13

Question 14

Question 15

Question 16

Question 17

Question 18

Question 18a

Question 18b

Question 18c

Question 18d

Question 19

Question 20

Question 21

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