The following checklists and worksheets can be downloaded to assist in compiling the information required to prepare your Tax Returns and Financial Accounts:

Individual Tax Returns

Individual Tax Return Checklist (PDF)

Rental Property Worksheet (PDF)   |   Rental Property Worksheet (Excel)

Business Worksheet (PDF)   |   Business Worksheet (Excel)

Company, Trust, Partnership & Sole Trader Financial Statements

Financial Statements Checklist (PDF)

Once you have compiled your information, you can then upload to us via the Client Portal.

Last Update: Mar 2021

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