Tax e-Checklists

Tax e-Checklists

At Chan & Naylor, we’ve developed information gathering checklists to assist our clients getting their taxation affairs ready to submit to their Client Manager.

In view of providing timely and quality tax accounting service to our clients, we have created a secure portal for Tax eChecklists to help fast-track the turnaround time of processing tax returns.

Chan & Naylor clients can use our Online Tax eChecklists facility, or alternatively download and print the appropriate PDF below to submit their information to their dedicated Client Manager. Please note, as part of our effort to help the environment, and go ‘paperless’, we will be phasing out the print ready PDF versions.

How to use our eChecklists:

  • Click on the eChecklist link that is relevant to the type of entity and financial year your tax return is due.
  • If you wish to ‘Save and Return’ to the form at a later stage, ensure that you Create a New User profile by registering a unique username (per form), your email address and a secure password you can easily remember.
  • Complete the form and submit.

For non-Chan & Naylor clients, we invite you to discuss your taxation and accounting requirements by requesting your 10-15 minute phone inquiry here.

Tax e-Checklists (Online Only)

Submit all your tax preparation information online using our eChecklist facility:

2019-2020

For Tax Year beginning 1st July 2019 and ending 30th June 2020.

2018-2019

For Tax Year beginning 1st July 2018 and ending 30th June 2019.

2017-2018

For Tax Year beginning 1st July 2017 and ending 30th June 2018.

2016-2017

For Tax Year beginning 1st July 2016 and ending 30th June 2017.

Tax e-Checklists (PDF)

Download and Print Forms and send completed forms via post, fax or e-mail.

2019-2020

For Tax Year beginning 1st July 2019 and ending 30th June 2020.

2018-2019

For Tax Year beginning 1st July 2018 and ending 30th June 2019.

2017-2018

For Tax Year beginning 1st July 2017 and ending 30th June 2018.

2016-2017

For Tax Year beginning 1st July 2016 and ending 30th June 2017.

For new clients, please contact us here and we will organise on your behalf a meeting with a dedicated Client Manager.

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