Individual Downloads

Listed below are some checklists to help you prepare for your appointment with us. For more information on your appointment, click here.

New Client Online Form

  • Individual Tax Return Checklist - 2017
  • Rental Property Checklist
  • Sole Trader Spreadsheet (GST Registered)
  • Sole Trader Spreadsheet (Non-GST Registered)



  • Business Downloads

    Listed below are some checklists you may find useful in running your business or getting your accounts ready for us.

  • Sole Trader Spreadsheet (GST Registered)
  • Sole Trader Spreadsheet (Non-GST Registered)

  • Please contact us to discuss your business needs and our fees further.



    Useful links