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.

Our checklists are now available to complete on-screen, by using the links below. Once submitted they are emailed directly to us and a copy is sent to you. We do have "Fillable PDF's" available on request. so please reach out to us at admin@thetaxlady.co.nz.

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

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

Checklist for all other clients - Complete this if you are self-employed or a company and are either not GST registered or completing your own GST returns. Complete if you are a trust, partnership, club or society, or have rental properties.