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Business checklists

Use these preparation lists to organise a business discussion. They are starting records, not a declaration that every obligation has been met.

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Illustration of a ledger, financial reports and a laptop used to review accounts.
Illustration · Records and reporting

Tick items as you prepare your records. Progress is not saved by this website; downloaded text files start with all items unchecked.

New-business preparation

Initial founder preparation across business structures; entity and activity-specific requirements need separate assessment.

Download new-business preparation (.txt, version 2026-10-01-v2) · Maintained reference

Monthly finance handover

Monthly record handover and reconciliation preparation; it does not confirm that tax returns or an audit are complete.

Download monthly finance handover (.txt, version 2026-10-01-v2) · Maintained reference

Notice-response preparation

General notice and evidence preparation; the authority, procedural stage and actual document determine the next step.

Download notice-response preparation (.txt, version 2026-10-01-v2) · Maintained reference

These preparation checklists are based on the linked maintained references. Review their scope and sources for the relevant assignment.

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