Checklists

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. The best format to supply your documents is PDF. Please email your electronic documents directly to the appropriate contact email address as below.
• If an electronic format is not possible, please email the appropriate contact email address below to discuss mail options.

Commercial

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

Retail, contracting, providers of service, manufacturing, tourism/hospitality, and trades.

Commercial Checklist

Farming

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

Dairy, sheep/beef, grazing, cropping and farm rentals.

Farming Checklist

Rental/Investment

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

Financial investments, residential rentals, commercial rentals, trust holding shares, a trust holding personal property and mixed-use assets.

Rental/Investment Checklist

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.

Tax Return Checklist

Additional Checklists

 Tax Return Rental Checklist

 Working For Families Checklist

Please Note

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.

Your advisors

If you have any questions, give us a buzz.