The Tax Lady
"One lady you can't live without"

End of Year Checklists

We’re pleased to share our new and improved “End of Year Checklist” and “Trusts – Additional Information Form”, see below.

The updated checklist is an editable PDF, allowing you to complete it directly on your device by clicking and typing into the fields provided. Once completed, please save the document and return it to us, along with your supporting documents, by uploading them to The Tax Lady portal (preferred option) or emailing them to admin@thetaxlady.co.nz

If you have any trouble accessing or completing the form, please let us know – we’re happy to help!

Our checklists available are: