paperless office

Expert Tips for a Paperless Tax Season: Work Smarter, Not Harder

As the end of the financial year approaches, it’s time to think about how you’ll get your information to us for tax time. We hate paper — we are a paperless office. If you bring in bundles of paper, we will either scan it or use some form of technology to get the information into our system. Emailing us information, uploading to the portal, or giving us downloads of bank statements in the preferred format will make this process much quicker and easier.

If you’re using a computer program, make sure it’s reconciled and that we have the 30th of June bank statements to prove the reconciliation is correct. If you bought new equipment throughout the year, we need the invoices and loan documents. For those using XERO, the best thing you can do is upload PDFs into the journal entry or the invoice to make it easy for us to find and see.

If you have paper, talk to us. We can set you up with an app like DEXT or HubDoc, depending on your situation, where you can use your phone to take pictures of all the documentation, sending it through to us automatically. If bills come by email, we can provide you with an email address to forward them.

Let us help you work smarter, not harder, and help us keep the paper down in the office.

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