End of Year Checklists - Lets Get Organised Early.
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.
To access our End of Financial Year checklists for the FY2025 Financial Year (year ending 31st March 2025), select the relevant buttons below to activate:
If you are after FY2024 (March 2024) or earlier years, please select prior years button.
First option below in dark blue is our new Shortform Checklist. We just need basic details and instruction to proceed. Once engaged we will request specific information from you, as opposed to the all encompassing checklists.
Otherwise, select the relevant checklists below - often a good timely reminder to go through all your income, expenses and investments - your call