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|Andrea McWilliam||(03) 211 3780|
|Brad Phillips||Dominique Canny||(03) 928 5160|
|Dominique Canny||(03) 928 5160|
|Brian McStay||(03) 211 3786|
|Chris Shaw||Holly Flannery||(03) 928 5159|
|Craig McCallum||Jessica Wolfreys||(03) 211 3779|
|Craig Sutherland||Rebecca Fairweather||(03) 211 3787|
|Sarah Hopkins||Jessica Wolfreys||(03) 928 5161|
|Stewart Perkins||Oscar Jenkins||(03) 211 3785|
Use this checklist if the entity is in a commercial business including:
Retail, contracting, providers of service, manufacturing, tourism/hospitality and trades.
Use this checklist if the entity is in a farming business including:
Dairy, sheep/beef, grazing, cropping and farm rentals.
Use this checklist if the entity is a rental/investment business including:
Financial investments, residential rentals, commercial rentals, trust holding shares, trust holding personal property and mixed use assets.
Use this checklist if the entity requires a tax return only including:
Salary and wages, residential rentals, interest and dividends and overseas income.
To the left are the links to checklists required to be completed and provided with the information for your Annual Financial Statements & Tax Returns.
Step 1: Identify the entities (Company, Partnership, Trust, Sole Trader) for whom Annual Financial Statements are to be prepared for.
Step 2: Download the appropriate checklist(s) by clicking the links below (Also available for collection from reception).
Step 3: Complete the checklists and compile information. Electronic documents and backups can be emailed direct to the appropriate contact email address as below.
Step 4: Make an appointment to drop in your information.
If you have any questions regarding these checklists feel free to contact us.