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

End of Year Checklists

See below for our list of fillable End of Year checklists.

If you plan on completing the checklist on-screen or emailing it back through to us we recommend using the "Fillable PDF's" so you can do this all electronically. If you plan to print this out and complete this by hand please complete the "Printable" version.

If you are unsure of which checklist to use, please follow this as a guide;

• GST Checklist - Please complete this if you are GST registered and we complete your GST returns.

• Company/Self-Employed Checklist - Complete this If you are self-employed or a company and are either not GST registered or completing your own GST returns. If you are a trust, partnership, club or society, please also use this checklist. 

• Rental Checklist - If you have a rental property please complete this checklist.

• MYOB/Xero Software Users Checklist - Please complete this if you use MYOB/Xero or a similar type of accounting software.

• Page One Checklist - Complete this if you only have interest or investments.
• Trust Questionnaire - New Trust Clients - Please print off and complete this if this is the first time The Tax Lady is preparing your Trust return, or we are preparing the 2022 tax return for the Trust.
• Trust Questionnaire 2024 - Please print off and complete this if we have filed your Trust return for the 2023 tax year.

Fillable Checklists