Year-end tax questionnaire for Personal, Business and Property Investment clients

GS Checklist

To cope with workflow, this year we have again adopted a similar job queuing process to last year. Unless there are exceptional circumstances, each job will be processed on a ‘first in first out’ basis. We believe this is fairest for all clients.

For us to prepare accurate accounts and income tax returns, we need accurate information from you. Please carefully complete these checklists, sign and return them to us with your records. We prefer to spend time with you checking over the information provided by you to ensure we have all we need. Please make an appointment when you are ready, and bring all the required information.

Download 2021 Checklist
Download 2022 Checklist

For 2023 forward, we now provide personalised checklists to our Gilligan Sheppard clients.
Please get in touch with your accountant for further details.

Amy Street

BAS Team Lead.
Read Amy’s profile.

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As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. xero logo It’s small business accounting software that’s simple, smart and occasionally magical. Log in online anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. 
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. tax traders logo Tax Traders allows you to buy someone else’s tax to settle your account with Inland Revenue, as well as save on interest and late payment penalty charges.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. smart ar logo Astute cash flow management is essential for operating a small business.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. myob logo Trusted by 1.2 million businesses, myob is New Zealand’s largest accounting solutions provider. The platform is equipped to support the needs of New Zealand organisations.
As a client at Gilligan Sheppard you will access to international networks and resources to enable optimal outcomes for your business/trust/transaction.  accountancy insurance logo Tax Audit Insurance specifically designed for accountants in public practice. This provides cost effective protection and peace of mind against the substantial cost that may be incurred should IR or other government authorities conduct a random review, investigation or audit.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. cpa logo A CPA is a finance, accounting and business professional with a specific qualification. It indicates a soundness in depth, breadth and quality of accountancy knowledge and gives you competitive advantage over your peers.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. agn international logo AGN International is a worldwide asociation, composed of four regions, of independent accounting and advisory businesses.
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Richard Ashby (our tax specialist) provides advice, comments and updates on what’s been happening in the world of tax each week.