Client Forms

Individual Income Tax Return Checklist

Instructions:

• Click the form to the right to open the form.

• Please enter information in all the fields marked with the red * - these are compulsory.

• To attach supporting documentation we recommend uploading photo of documentation in the relevant areas.

Once the information has been completed and returned, one of our admin team will make a time for a phone appointment with you and one of our qualified accountants to discuss your tax information further.