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.