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

2020 End-of-Financial-Year Checklists

(1st April 2019 to 31st March 2020)

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 select the checklist(s) you need by clicking the links below. You will need to download one checklist per person or entity (e.g.: if you have a business and a trust, download two ‘Business or Trust’ checklists).

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.

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Personal Tax 2020 Checklist

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Business or Trust 2020 Checklist

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.

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Rental 2020
Checklist

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Year-End Strategies Guide

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.

E3 AML and CDD Policy