July 2023: Our Christchurch office is now located at Level 2, 7 Winston Avenue.

Phone 03 352 1076

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 CONTRACTORS CHECKLIST

This is the checklist for contractors to use. 

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?

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Ready to start getting ahead?

Meet us for a friendly chat and a cup of coffee or tea.

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