How to prepare for your accounting appointment

A practical checklist for organising records, questions and priorities before meeting McGregor Accounts in Marrickville or online.

Send us the following before your appointment where they relate to the work you need:

• The person or entity, income year and purpose of the appointment.
• Income statements, relevant bank and loan statements, invoices and receipts.
• Investment purchase and sale records and annual summaries.
• Accounting software details and a list of business bank accounts.
• ATO correspondence, its response deadline and your three main questions.

Label missing records and estimates. Keep different people, entities and income years separate so we can trace a figure to its source.

Upload and next steps

Use your authorised portal account for sensitive documents. Select the correct client and check that the upload appears in the document list. Contact us if access is missing.

Before the appointment ends, confirm the scope, fees, missing items and who will provide them. An appointment or upload does not confirm review or lodgement.

The appointment and portal steps above are our practice workflow. The ATO source below explains the underlying business record requirements.

Official sources

• ATO: business record-keeping rules

Checked 13 October 2026. General information; the rules for your circumstances and reporting period still apply.