Tax e-Checklists

At Investment Plus Accounting Group, we’ve developed information gathering checklists to assist our clients getting their taxation affairs ready to submit to their Client Manager.

In view of providing timely and quality tax accounting service to our clients, we have created a secure portal for Tax eChecklists to help fast-track the turnaround time of processing tax returns.

Investment Plus Accounting Group clients can use our Online Tax eChecklists facility, or alternatively download and print the appropriate PDF below to submit their information to their dedicated Client Manager. Please note, as part of our effort to help the environment, and go ‘paperless’, we will be phasing out the print ready PDF versions.

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.
  • The form is an editable PDF, so you can download the form, complete in your own time and them once you have completed, please email it to you office
For non-Investment Plus Accounting Group clients, we invite you to discuss your taxation and accounting requirements by requesting your 10-15 minute phone inquiry here.


For Tax Year beginning 1st July 2021 and ending 30th June 2022.


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


For Tax Year beginning 1st July 2017 and ending 30th June 2018.


For Tax Year beginning 1st July 2018 and ending 30th June 2019.


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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