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Please select the checklist(s) you need by clicking the links below. You will need to download one checklist per person or entity (e.g.: if you have a business and a trust, download two ‘Business or Trust’ checklists).
Note: For most browsers clicking the link will open the pdf document in a new browser tab. Before filling it in we recommend downloading it to your computer. For most browsers this is achieved by right-clicking the pdf and selecting ‘Save As…’ or using the keys Ctrl + S.
Use this guide to make your life easier for the end of financial year. This year we have included tips on:
For checklists for 2016 or earlier years, please call 0800 11 33 99 or email our office and we will sort you out.