The Tax Lady is a boutique accountancy business aimed at serving the small business community.
  04 473 4311 | 04 526 4866

End of Year Checklists

See below for our list of 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 Checklist - Please complete this if you use MYOB/Xero or a similar type of accounting software.
  • Page One - Complete this if you only have interest or investments.

Fillable Checklists

GST Clients Checklist - Fillable [680 Kb]

Rental Checklist - Fillable [351 Kb]

Page One Checklist - Fillable [583 Kb]

MYOB/Xero Checklist - Fillable [627 Kb]

Company - Self Employed Checklist - Fillable.pdf [302 Kb]


About Us

The Tax Lady was formed in 1996 by Carol Rankin and she ran the business from the billiard room in her Stokes Valley residence.


Our Services

We offer many services based on our vast knowledge and experience.


Frequently Asked Questions

Click the link below to view our most frequently asked questions.