EOY Checklists and Client Questionnaires

To help you stay organised and make the most of the 2024–2025 tax year, we’ve created a suite of helpful resources:

1. Industry-specific client questionnaires – Tailored for businesses, individuals, sole traders, and rental property owners to ensure you’re on track and compliant.

Business Questionnaire

Individual Questionnaire

Rental Questionnaire

Sole Trader Questionnaire

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​2. Tax filing checklist – A step-by-step guide to gathering the documents you need for a smooth tax filing process.

Tax Filing Checklist

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​3. Financial checklist: What happens when you die – A thoughtful guide to help you get your affairs in order and reduce stress for your loved ones.

When You Die Financial Checklist

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Need Personalised Advice?

If you have questions about how the latest tax changes apply to you or your business, we’re here to help.
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Book a one-on-one consultation with one of our experienced tax advisors to gain clarity, make confident decisions, and get ahead this financial year.

Get In Touch

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Read the April Newsletter