Tax 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. We no longer use the online portal.

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.
  • 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 (PDF)

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

2020-2021

For Tax Year beginning 1st July 2020 and ending 30th June 2021.

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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