The Tax Lady is a boutique accountancy business aimed at serving the small business community.
Checklists
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.
- Trust Questionnaire 2025 - Complete this if we are filing your Trust returns.
Fillable Checklists
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.
Frequently Asked Questions
Click the link below to view our most frequently asked questions.
