2024 End of Year Checklists
These checklists have been designed to be as simple as we can make it, given current tax laws and taxpayer and agent obligations.
It is important that you answer every question, to ensure we have up-to-date information.
Please ensure that you complete a checklist for each of your entities, e.g. one for your Company and/or Trust. Use the checklist that is most suited to your main business activity. Please read through the Personal Income checklist to determine whether or not you need to complete it or if there is any additional information you need to provide to us.
If there is anything that is not applicable to you or your business, just write "N/A" for "Not Applicable" alongside the item.
If you need to provide us with clarification or more information on any question, please use the Notes page at the back of each checklist.
For help completing the checklist, please refer to the video below.
The more information that you can provide us at the outset, the more efficient we will be in producing your accounts and tax returns, and the less queries we will need to send you.
We encourage you to collate your records and send them to us electronically, in one of the following formats:
Scan and email to office@walthallward.co.nz
Scan and upload into your Xero software
Scan and upload to our MYOB Portal. If you do not have a login for the portal,
please let us know and we will generate one for you.