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CLIENT INFORMATION QUESTIONNAIRE 2018/2019 Financial Year (Required for the preparation of unaudited Financial Statements and Taxation returns) NAME OF CLIENT ADDRESS BALANCE DATE: TELEPHONE NUMBER

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How to fill out financial statement preparation

01

To fill out a financial statement preparation, follow these steps:

02

Start by gathering all the necessary financial documents, such as bank statements, income statements, and balance sheets.

03

Organize the documents in a logical order, making sure all the relevant information is easily accessible.

04

Begin with the income section, where you record your revenue and expenses. Include all sources of income and categorize your expenses to get a clear picture of your financial situation.

05

Move on to the assets and liabilities section, where you list all your assets (such as cash, investments, and property) and liabilities (such as loans and credit card debt).

06

Calculate your net worth by subtracting your liabilities from your assets.

07

Review and verify all the information entered to ensure accuracy.

08

Summarize the financial statement by creating a balance sheet, income statement, and cash flow statement. These statements will give a comprehensive overview of your financial position.

09

Finally, proofread the financial statement for any errors or omissions and make necessary corrections.

10

Once you are satisfied with the accuracy of the financial statement, save it and keep a copy for your records.

Who needs financial statement preparation?

01

Financial statement preparation is needed by various individuals and organizations, including:

02

- Small business owners: They require financial statements to monitor the financial health of their business, make informed decisions, and fulfill reporting requirements.

03

- Investors: Investors need financial statements to evaluate the profitability and stability of a company before making investment decisions.

04

- Lenders: Financial institutions and lenders rely on financial statements to assess the creditworthiness of borrowers and determine the repayment capacity.

05

- Government agencies: Government agencies use financial statements to enforce tax regulations, analyze economic trends, and ensure compliance with financial reporting standards.

06

- Stakeholders: Any individual or organization with a vested interest in the financial performance of a company may require financial statements for evaluation and decision-making purposes.

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What is financial statement preparation?

Financial statement preparation is the process of organizing and presenting financial information of a company in a structured format.

Who is required to file financial statement preparation?

Companies, corporations, and other business entities are required to file financial statement preparation.

How to fill out financial statement preparation?

Financial statement preparation can be filled out by organizing financial data such as income statements, balance sheets, and cash flow statements.

What is the purpose of financial statement preparation?

The purpose of financial statement preparation is to provide an overview of a company's financial health and performance to stakeholders.

What information must be reported on financial statement preparation?

Financial statement preparation must include details on revenue, expenses, assets, liabilities, and equity.

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