Special Edition Webinar: Getting prepared for end of Financial Year
Its time to be proactive and get in touch with you clients around various end of year tasks to complete before the end of the financial year.
Description
Its time to be proactive and get in touch with you clients around various end of year tasks to complete before the end of the financial year.
Join David Hogue & Sophie Strathern ad the review the following topics:
- Imputation Credit Account Balances
- Review this before year end to identify any potential issues
- Dividends and shareholding changes
- Declaring a company dividend and why you would do this
- GST adjustments
- Any GST adjustments carried forward from pervious years or adjustments required at 31 March 2024 (GST change in use)
- Stock Takes
- Methodologies
- Bad Debts
- The accounting process for writing off bad debts
- Provisional and Income Tax
- Tax planning both for 7 April and 7 May
- Budgets
- Best budgeting process
Presenters
David Hogue
Associate, Polson Higgs
David is an Associate who assists a number of our clients. His particular interests include property & construction, health, rural and growth businesses. David regularly presents on these topics in training presentations to other CA firms.
Sophie Strathern
Accountant, Polson Higgs
After living in a variety of different countries, Sophie now calls Dunedin home and is an Accountant in the Polson Higgs’ Accounting Solutions team. Her work includes a broad mix from compliance to management accounting. In her spare time, Sophie likes to keep active, having played Handball for New Zealand.
CPD Hours and Recordings
1 CPD hour
Who should attend?
This webinar is aimed at Intermediate Level