If you have your income and expenses listed and or calculated in excel sheet, that captures all information in our form, send the excel sheet.

If you don’t require bookkeeping and have all your information in an excel sheet or can list each category summary in our form, retain your receipts and do not attach.

If you require bookkeeping to summarize your income and expense, send bank and or credit card statements and receipts/invoices.

Alternatively, if requiring bookkeeping, list all your income and expenses in an excel sheet, stating dates, expense types etc. and we will use excel formular to summarize and consolidate the figures into financial statements.