TAX CHECKLIST

BASIC INDIVIDUAL TAX RETURN

A simple checklist for individual tax returns. Contains a list of all documents needed to complete a basic tax return. You can download, print, and fill out, the checklist or you  can use it as a document reference only if you would prefer, as your Accountant   can collect all the relevant details either over the phone or via their secure client portal. CLICK HERE to learn how.

 

ADVANCED TAX RETURN

An advanced tax checklist for individual returns. This comprehensive document contains each item required for more complex tax returns. If you are unsure about an item or document your Accountant  should be able to explain what you do and do not need to supply based on your own particular circumstances.

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