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Annual Checklists

Not sure what information we need to prepare your End of Year Financial Accounts? These handy guides ensure you supply all the information we need to prepare your End of Year Financial Accounts.

  • Annual Terms of Engagement

    All clients need to download and sign this.

    Download

  • Business Checklist

    For business owners - use this guide on what we need from you

    Download

  • Farming Checklist

    Farmers, download this checklist.

    Download

  • Livestock Tallies

    Put all your livestock numbers into here.

    Download

  • Rental Checklist

    Rental Properties or Airbnbs? Fill in this form.

    Download

  • Tax Return Checklist

    If we just do tax returns for you

    Download

  • Working for Families Checklist

    If you receive Working for Families tax credits.

    Download

  • Full Annual Questionnaire

    For all your business information

    Download
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If you use Xero for your business, you can upload your checklists and other documents to your Xero files. Please inform us once you have done this.

If you do not use Xero software, you can email your files to your Client Manager or provide hard copies.