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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).
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.
|Andrea McWilliam||Jordan Sprosen||(03) 211 3780|
|Ashley Burdon||Sarah Hopkins||(03) 928 5161|
|Brad Phillips||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|
|Kathryn Ball||Andrea McWilliam||(03) 211 3780|
|Sarah Hopkins||(03) 928 5161|
|Stewart Perkins||Oscar Jenkins||(03) 211 3785|
Use this checklist if the entity is in a commercial business including:
Use this checklist if the entity is in a farming business including:
Use this checklist if the entity is a rental/investment business including:
Use this checklist if the entity requires a tax return only including: