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We recommend having a look at our Year-End Strategies Guide first to give you a heads-up on how to tackle your taxes this year.
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).
(1st April 2018 to 31st March 2019)
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.
(1st April 2017 to 31st March 2018)
(1st April 2016 to 31st March 2017)
For checklists for 2016 or earlier years, please call 0800 11 33 99 or email our office and we will sort you out.