Client Checklists

Client Checklists are essential to enable us to complete the preparation of your financial information.

Please print one of the following two checklists applicable to you by clicking on the link:

1. Financial Statements Checklist
2. Income Tax Return Checklist

In addition to the above checklists please print any of the following that also apply to your situation by clicking on the link:

1. Farming Checklist
2. Trust Checklist
3. Rental Checklist

Please refer to the following link for assistance in completing your Financial Statements Checklist:
Notes to Assist Completion of Financial Statements Checklist

We look forward to receiving your signed and completed checklist when you forward your 2010 financial records to our office. If you have any problems printing the checklists off please ring our office.