Client Area

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

2021 End-of-Financial-Year Checklists

(1st April 2020 to 31st March 2021)

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

Note: Clicking the ‘Online Form’ option will allow you to fill out the form and upload supporting files in your browser. You may also print the PDF form using the ‘Download’ button.

Note: Clicking the ‘Online Form’ option will allow you to fill out the form and upload supporting files in your browser. You may also print the PDF form using the ‘Download’ button.

Personal Tax Return 2021 Checklist

Business or Trust 2021 Checklist

Rental Property 2021
Checklist

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.