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Below 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).

  • One checklist is required for each entity (Company, Partnership, Trust, Sole Trader).
  • If you only have tax returns prepared download the Tax Return Only checklist.
  • If you receive Working for Families please also download a Working for Families checklist.
  • If you own a rental property individually or jointly (not in a Company, Partnership or Trust) also complete a Tax Return Rental checklist.

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.

Your Advisor Contact Email Phone
Andrea McWilliam Jordan Sprosen jordans(at) (03) 211 3780
Ashley Burdon Sarah Hopkins sarahh(at) (03) 928 5161
Brad Phillips Dominique Canny dominiquec(at) (03) 928 5160
Brian McStay brianm(at) (03) 211 3786
Chris Shaw Holly Flannery hollyf(at) (03) 928 5159
Craig McCallum Jessica Wolfreys jessicaw(at) (03) 211 3779
Craig Sutherland Rebecca Fairweather rebeccaf(at) (03) 211 3787
Kathryn Ball Andrea McWilliam andream(at) (03) 211 3780
Sarah Hopkins sarahh(at) (03) 928 5161
Stewart Perkins Oscar Jenkins oscarj(at) (03) 211 3785


Use this checklist if the entity is in a commercial business including:

Download Commercial Checklist

  • Retail
  • Contracting
  • Provider of services
  • Manufacturing
  • Tourism/Hospitality
  • Trades

Use this checklist if the entity is in a farming business including:

Download Farming Checklist

  • Dairy Farming
  • Sheep/Beef Farming
  • Grazing
  • Cropping
  • Farm Rental

Use this checklist if the entity is a rental/investment business including:

Download Investment/Rental Checklist

  • Financial Investments
  • Residential Rental
  • Commercial Rental
  • Trust holding shares
  • Trust holding personal property
  • Mixed use asset

Use this checklist if the entity requires a tax return only including:

Download Tax Return Only Checklist

  • Salary & Wages
  • Residential Rental
  • Interest & Dividends
  • Overseas income

Additional Checklists

Download Tax Return Rental Checklist

Download Working for Families Checklist

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