READY FOR THE ANNUAL FINANCIAL STATEMENTS

Complete documentation. Clear procedures for closing cases.

Checklists, roles, the data room and the financial statement schedule help to minimise recurring queries. The annual accounts are prepared exclusively by the appointed tax adviser.

Checklists

Data requirements, including the data controller, deadline and evidence.

Exam timetable

Dependencies and handover points become apparent at an early stage.

Enquiry management

Questions are assigned to the appropriate department.

Finance Department & Business Control

Clearly define the next step.

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