End of Year Checklists

The links below will take you to the relevant forms you need to complete your tax returns with us.

2023 Checklists

Please download, complete, sign and forward to our office, the relevant checklists and records for your financial statements and tax returns for the year ended 31 March 2023.

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End of Year Checklists

Use the form below to LOG IN or REGISTER for our online system.

This will allow you access to the forms necessary to complete your tax return, including saving your form part-way through, and/or saving your entered data for use next year.

If you do not wish to create a log in, you can still access the downloadable pdf versions of these forms below.

Use the Document Upload section below to send us all of your relevant paper-work (also available to after log in).

End of Year Checklists – Logged in Only

See the links below for relevant paperwork we will need completed for your tax returns.

Instructions:

  • Please click on the links to open each form.
  • Complete the relevant sections.
  • Click Download With your Changes
  • Re-upload via the document upload function below.
  • Save your copy for future reference

DOCUMENT UPLOADS