Resources
Select a checklist that applies to you and simply follow the instructions.
2023 BUSINESS CHECKLIST
This checklist is a standard form so some things won’t apply to your particular business.
It is important to complete every section, entering an N/A if not applicable.
2023 FARMING CHECKLIST
Use this form when assembling your records. Once completed, sign and bring into us with the appropriate information.
2023 LIVESTOCK ON HAND
This checklist is a standard form so some things won’t apply to your particular business. It is important to complete every section, entering an N/A if not applicable.
2023 INDIVIDUAL TAX RETURN CHECKLIST
A summary of your year earnings will be obtained from Inland Revenue.
2023 INVESTMENT TRUST CHECKLIST
Did the Trust receive any interest and/or dividend income? Did the Trust receive any income from any other source?
2023 RENTAL CHECKLIST
Records and information required when you have a rental property.
2023 RENTAL & INDIVIDUAL CHECKLIST
Combined tax return checklist for rental properties and individual.
2023 WORKING FOR FAMILIES CHECKLIST
Do you have children aged under 18 and financially dependent?
