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: July 2017