End-of-Financial-Year Checklists

(and 2019 Year-End Strategies Guide)

Click to download PDF

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).

2019 End-of-Financial-Year Checklists

(1st April 2018 to 31st March 2019)

Personal Tax 2019 Checklist  |  Business or Trust 2019 Checklist |  Rental 2019 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.

2018 End-of-Financial-Year Checklists

(1st April 2017 to 31st March 2018)

Personal Tax 2018 Checklist  |  Business or Trust 2018 Checklist |  Rental 2018 Checklist

2017 End-of-Financial-Year Checklists

(1st April 2016 to 31st March 2017)

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


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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