Financial Dynamics

Financial Dynamics, established in 1999 are leading business and tax accountants based in Nowra, serving not just local individuals and businesses, but also businesses out of area. We assist our clients with tax, business, SMSF and accounting services are our core function, whilst helping you and your business maximising wealth & opportunities.

Contact Info

Level 1, 59 Junction Street Nowra NSW 2541
PO Box 1166, Nowra NSW 2541

Phone: 02 442 12345

Fax: 02 442 12340

Web: www.financialdynamics.com.au

Activity Statement Checklist

Home/Activity Statement Checklist
Activity Statement Checklist 2017-04-21T13:15:30+00:00

The following provides a general summary of the information business typical provide Financial Dynamics for completion of monthly or quarterly business activity statement obligations.

□ Backup of reconciled MYOB, Reckon or other accounting package data.

□ Access to your Xero package. Please add admin@financialdynamics.com.au as a Financial Advisor + Manage Users.

□ List of debtors (money owed to you by customers) as at the last day of the period listing the amount as GST inclusive and GST exclusive.

□ List of creditors (money owed by you to suppliers) as at the last day of the financial year listing the amount as GST inclusive and GST exclusive.

□ Listing of expenses paid for the business out of personal funds.

□ Bank statements for the period.

□ Completed Banklink notes or coding report if you use this service.

□ Details of assets such as motor vehicles or equipment purchased during the period.

□ Details of assets such as motor vehicles or equipment sold during the period.

□ Payroll reconciliation including details of gross payments and tax withheld.