End of Year Form | Ktrio Ltd

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Did you work for the entire year 1 April 2025 - 31 March 2026? If not, please advised months worked as a LMC?

Other than midwifery are you earning self employed income from another venture? e.g. making soap. If so please provide more information

Are all of your bank accounts holding business money in Xero?

Please upload a bank statement showing the balance at 31 March for each account used for your business, including any savings or tax accounts. The statement needs to include 31 March, even if there were no transactions on that day. Please note we do not need the whole years statements. If you need help with this, then please skip

Up to 5 image or document files (5MB limit per file)

Has all of your business related income been banked into your business bank accounts? e.g. locum, seconds, reimbursements? (not including Wage or Salary income)

Are you enrolled in the Voluntary Bonding Scheme? If yes, have you received any payments this financial year?

Have you paid for any business expenses from your personal accounts or cash? If yes, please provide details below

Have any personal items been paid for from your business account? If yes, please provide details.

Have you made any donations this financial year?

Please upload donation receipts

Up to 10 image, document or design files (1MB limit per file)

Do you have any business loans? E.g. vehicle finance loan

If you have a loan, can you please upload a copy of the loan statement as at 31 March?

Up to 3 image or document files (5MB limit per file)

Are you a shareholder in a company?

Have you received any of the following payments this financial year? If yes, please provide more information. ACC compensation, an income-tested benefits, insurance pay outs, rental or boarder income, partnership income, shareholder salary or dividends?

Do you have any investments? e.g. Sharesies. If yes, please provide more information

Do you have any overseas income, investments or bank accounts? If yes, please provide more information

Do you have income protection insurance?

Please provide your income protection statement for the financial year

Up to 1 image or document files (1MB limit per file)

Is there anything else we should know that may affect your income or financial position for the year?

Other comments or information

By submitting this form I confirm that the information I have provided in this form is true and complete to the best of my knowledge. I have included all relevant income, expenses and supporting documents, and will let Ktrio know if I discover anything missing or incorrect.

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Message Sent. We will make a start on your end of year accounts and be in touch for any further information we require.