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Client Checklists

We have developed checklists to assist our clients in getting their taxation affairs ready to submit to their dedicated Client Manager.

The information which you provide will be checked and if we require further information your Client Manager will contact you.

For new clients please contact our office and we will organise a meeting for you and send out our Client Information Pack.

The following checklists are provided for your convenience:

 

Checklist of Business Information to Provide

Checklist of Personal Income Tax Return Information to Provide

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