Our people focused approach is about getting to know your business like the back of our hands and building a lasting partnership based on honesty and trust, so you can grow, plan, and design your business for better.
Behind every set of books and every set of accounts are our clients. While our work naturally focuses on the numbers, our motivation is all about the people behind those numbers.
Annual Financial Statements & Tax Returns Checklists
Follow the steps below to ensure we have all the information required to make your experience with us as seamless as possible.
- Identify the entities (Company, Partnership, Trust, Sole Trader) for whom Annual Financial Statements are to be prepared for.
- Select the appropriate checklists
- Complete the checklists and compile supplementary information. Electronic documents and backups can be emailed directly to the appropriate contact email address as below.
- Make an appointment to drop in your information if needed.
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.
Tax Return Only
Use this checklist if the entity requires a tax return only including:
Salary and wages, residential rentals, interest and dividends and overseas income.
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.
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Don't sweat the small stuff - spend more time in your business, and leave the paperwork to us.
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We'll review your provisional tax ensuring you're neither underpaying, or overpaying.