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Access below our End-of-Financial-Year Checklists and Documents.

2021 End-of-Financial-Year Checklists

(1st April 2020 to 31st March 2021)

We recommend having a look at our Year-End Strategies Guide first to give you a heads-up on how to tackle your taxes this year.

Please click the button below to begin filling out the End of Financial Year Checklist for 2021.

2020 End-of-Financial-Year Checklists

(1st April 2019 to 31st March 2020)

2019 End-of-Financial-Year Checklists

(1st April 2018 to 31st March 2019)

2018 End-of-Financial-Year Checklists

(1st April 2017 to 31st March 2018)

2018 End-of-Financial-Year Checklists

(1st April 2016 to 31st March 2017)

Do you need a checklist for 2016 or earlier?

For checklists for 2016 or earlier years, please call 0800 11 33 99 or email our office and we will sort you out.

E3 Documents

Note: For most browsers clicking the link will open the pdf document in a new browser tab. Before filling it in we recommend downloading it to your computer. For most browsers this is achieved by right-clicking the pdf and selecting ‘Save As…’ or using the keys Ctrl + S.