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F2. Billings Trust End-Of-Year Business Checklist 2020 © Health and Life Access Pty Ltd 2020

This checklist must be reviewed and completed prior to the commencement of any work by Health & Life on the below-nominated entity. Completion of all areas of the checklist will assist us in preparing your financial statements and income tax return in both a timely and cost-effective manner.

Skipping questions will result in extra costs and a delay on the annual accounts as Health and Life will be required to prepare a Request for Further Information.

By completing this form, you agree to our standard terms and conditions i.e. our engagement letter below. (Terms Of Engagement). We acknowledge that we have received your signed engagement letter.

Please note estimated turnaround time of completed accounts is 8-12 weeks. This may vary depending on how complete and timely the information has been provided by you. This will keep your fees down. We may be able to provide a shorter time frame as long as this is not the first year of restructuring and our instructions are followed on a timely basis.
We will prepare a detailed Management Letter aimed at improving the sustainability and profitability of your practice. The recent amendments to the Tax Agents’ Regime have seen a greater responsibility on Tax Agents to ensure that all claims by clients can be fully substantiated. Accordingly, we may need to request more information than in earlier years. Unfortunately, this may result in higher preparation costs and delays if our advice is not being followed.
Please ensure that each question is completed and that you have attached relevant documentation as requested. Please add a detailed comment wherever necessary.
This form will only collect information for the Billings Trust. Should you need to complete an End-Of-Year Checklist for another type of entity, please click on this link or refer back to the specific links at the end of year checklist email sent to you. Once you have provided information for all entities on your Legal & Tax Structure requiring an End-of-Year Checklist, we will then start working on your file.
It is very important that all requested information is issued to Health and Life at the same time.

If you do not accept our terms and conditions of our engagement, please call our office on (08) 8415 5400 or 1800 077 222 *
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