Get organised
To access our End of Financial Year checklists for the 2024 Financial Year, click the button below to activate:
You will get the option to choose detailed checklist, or basic checklist, your call.
End of Year Checklists.
Digital Online Checklists
Fill in our checklists online, and upload any relevant documentation by clicking the links below (not suitable for mobile phones to upload documents, but these can be emailed/posted later)
Limited Companies, Trading Trusts, Sole Traders, Partnerships, Limited Partnerships, please use the Business Checklist (along with personal checklist)
Printed / Posted Checklists
If you would prefer a printed copy, one posted to you, please email andrea@takapunatax.co.nz with your request. We can print and post, or send a PDF for you to print off.
Don’t Like Checklists?? We have the Answer
Question 1 on the digital checklist will give you the option for us to complete, with your assistance, the checklist in reverse. For us to fill in the blanks, ask specific questions, request specific information we haven’t been able to confirm or source elsewhere, and to verify our understanding of your income sources and expenses, plus supporting documentation at the end of the assignment,