The 2017 End-of-Year Checklists

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).


Personal Tax 2017 Checklist  |  Business or Trust 2017 Checklist  |  Rental 2017 Checklist


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.


2017 Year-End Strategies Guide

Use this guide to make your life easier for the end of financial year. This year we have included tips on:

  • what records you need to keep
  • land transactions
  • common GST risk areas
  • IRD targets
  • …and of course 2017 Year-End Tax Tips

Click to download the Year-End Strategies Guide 2017 (0.4 MB)

Do you need a checklist for 2016 or earlier?

For checklists for 2016 or earlier years, please call 0800 11 33 99 or email our office and we will sort you out.

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