Pre Accounts Questionnaire

Please make sure you have a note of the following for the year end:

• Trade Debtors (money owed to you by customers)
• Trade Creditors (money you owe to suppliers)
• Valuation of any stock held (at cost)
• Valuation of any work in progress (at cost)

Help us to give the best possible service by filling in this questionnaire and returning it to us. It should take no more than 2-3 minutes. Your views are important to us. Please follow the instructions on the questionnaire. Your response will be confidential.

Name *:

Email Address *:

Company/Business Name *:

Year End Date *:

Compared to last year, do you expect your income to be...?

Please select... Higher About the same Lower

Compared to last year, do you expect your profit to be...?

Please select... Higher About the same Lower

Have you changed your accounting system since last year?

Yes No

Have you purchased any assets (such as equipment, vehicles, machinery etc.?

Yes No

Have you scrapped or sold any assets?

Yes No

Have you entered into any finance agreements in the year?

Yes No

Do you have any bad debts that need providing for?

Yes No

In your stock valuation, have you accounted for old or obsolete stock?

Yes No N/A

Has there been a change in directors?

Yes No N/A

Has there been a change in ownership (partners share or shareholdings)

Yes No

Any major change in the business?

Yes No

If you have answered 'Yes' to any of the above questions please give details in the box below

Any other information?

Enter the number above