A practical checklist for your annual tax filing

Filing is easier when you start early and know what to gather.

Start with your records

Bring together your sales and purchase records, bank statements and payroll summaries for the year. Gaps are easier to fix a month before a deadline than the day before.

Know who signs

Confirm early who is authorised to sign and approve the return, so the final step is never the one that causes a delay.

Put the deadlines in one place

Keep a single calendar of what is due and when, shared with everyone who contributes. We are happy to help you set one up.