Resources

Select a checklist that applies to you and simply follow the instructions.

2022 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.

2022 FARMING CHECKLIST

Use this form when assembling your records. Once completed, sign and bring into us with the appropriate information.

2022 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.

2022 INDIVIDUAL TAX RETURN CHECKLIST

A summary of your year earnings will be obtained from Inland Revenue.

2022 INVESTMENT TRUST CHECKLIST

Did the Trust receive any interest and/or dividend income? Did the Trust receive any income from any other source?

2022 CONTRACTORS CHECKLIST

This is the checklist for contractors to use. 

2022 RENTAL CHECKLIST

Records and information required when you have a rental property.

2022 RENTAL & INDIVIDUAL CHECKLIST

Combined tax return checklist for rental properties and individual. 

2022 WORKING FOR FAMILIES CHECKLIST

Do you have children aged under 18 and financially dependant?

leaf3

Ready to start getting ahead?

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

Scroll to Top