Questionnaires for your Accountant

Don’t be a slow coach. It’s time to speed up the pace and get cracking. There’s no getting around it. It’s the end of the financial year and that means all clients have those big and unwieldy questionnaires to fill out. This year we are posting and couriering them to you. You’ll receive a prepaid return envelope as well so you can send them back to us promptly. So…it’s really important. Don’t bin this stuff from Slaters!

How to fill out your questionnaires

It’s simple really. Here’s how it goes:

  • Boil kettle
  • Make coffee or tea
  • Find comfy chair and desk where you can kick up your feet if needed
  • Get pen, questionnaire(s), laptop or computer
  • Have banking and other financial paperwork close by for reference
  • Have Slaters number and email nearby – 07 8389701 or brett@slater.co.nz
  • Grab your stockpile of chockies
  • Begin and work through as much as you can
  • Rest
  • Repeat if necessary
  • Eat more chockies
  • Drink more coffee
  • Finito.

That’s it in a nutshell Sweet As…

Much of what we send at this time of year is essential. It can also be a bit boring. So we add the usual sweetener.

If you get this paperwork done thoroughly, you’ll find your accounting and financials over the next year will be a lot smoother and we won’t have to chase you so often for tiny tidbits of accounting information that drive us all batty!

Slaters knows it’s an unappealing and laborious task with very little fun involved. So…nice little chockies (which are in fact a flagrant and open enticement to get you to place your bum on your seat and fill out the forms) will be included in your parcels as usual.

If you have any problems or any questions concerning the questionnaires or your YearEnd Agreements, you can ring Brett on 07 8389701 and talk with him personally. Most of you do that already, but it doesn’t hurt to give you a nudge so we keep the flow of communication going. Have a great day!

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