Tax Returns

Personal Tax Returns are generally prepared by the designated member of the Tax Department in each office, but this work is dovetailed in to the tax planning to ensure that no more tax is being paid than is absolutely necessary.

All Tax Returns go through our review process to help ensure the forms are correct and that appropriate advice is provided in connection with the planning for the following year.

Please click on the following forms to download.

Tax Return Checklist

Know Your Client Checklist

Sole Trader Accounts Checklist

If you are a medical client then please click on the box below to complete our medical-tailored tax return checklists.

Medical Checklists