Interim financial statements
Preparation of financial statements for an interim period when you need an accounting position before year end.
BUSINESS & ACCOUNTING · FINANCIAL REPORTING
Financial Statement
Preparation
Interim and annual financial statement preparation, with related income tax return and tax-planning support.
Discuss financial statementsCampbelltown · Established in 2010HOW WE HELP
Accounts for the period.
Support for the obligations.
For businesses, professionals and individual clients, including partnerships, trusts, companies and superannuation funds.
KPA considers the accounting needs of the client and the financial reporting work required. We prepare financial statements and discuss connected tax return preparation and tax-planning strategies relevant to the circumstances.
SUPPORT WITH THIS SERVICE
Annual financial statements
Preparation of annual financial statements for individuals, partnerships, trusts, companies and superannuation funds.
Income tax returns
Related income tax return preparation for individuals, partnerships, trusts, companies and superannuation funds.
Tax planning
Tax-planning strategies to consider available opportunities to manage tax payable within the applicable rules.
- 01 / DEFINE
Confirm the entity, reporting period and purpose.
- 02 / PREPARE
Work from the accounting records and supporting information.
- 03 / DISCUSS
Review the statements and any related taxation work.
KEY CONSIDERATIONS
Reporting requirements depend on the entity.
ASIC financial-reporting requirements differ between company types and circumstances. Financial statements may also be needed for other purposes. Tell us who needs the accounts and why, so the preparation work can be defined correctly.
BEFORE WE TALK
A useful starting point.
Begin with the entity, the period to be covered and the purpose of the statements. The team can explain which accounting information is needed.
Contact KPA before sending financial records or sensitive documents.
Records to have in mind
- Entity details and the interim or annual reporting period
- Current accounting records or accounting software details
- Previous financial statements and tax returns, if available
- Income, expenses, assets and liabilities for the period
- Relevant supporting documents and significant transactions
- The reporting purpose and any external deadlines
COMMON QUESTIONS
Before you enquire.
Can you prepare statements before the end of the financial year?
Yes. KPA’s financial statement service includes interim statements as well as annual financial statements.
Which entities do you work with?
The service covers individuals, partnerships, trusts, companies and superannuation funds. Tell us about the entity and its reporting needs.
Can the related tax return be prepared too?
Yes. KPA also prepares income tax returns and provides tax-planning support. We discuss the connected work and agree the scope for your circumstances.
TALK TO KPA
Discuss the accounts you need.
Tell us the entity, reporting period and purpose of the statements.