Tax eChecklists

At Chan & Naylor, 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 secure portal for Tax eChecklists to help fast-track the turnaround time of processing tax returns.

Chan & Naylor 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:

1. Click on the eChecklist link that is relevant to the type of entity and financial year your tax return is due.
2. If you wish to ‘Save and Return’ to the form at a later stage, ensure that you Create a New User profile by registering a unique username (per form), your email address and a secure password you can easily remember.
3. Complete the form and submit.

For non-Chan & Naylor clients, we invite you to discuss your taxation and accounting requirements with a Partner at your preferred office location. Request your 10-15 minute phone inquiry here.

Upon receipt of your submitted information we will forward to you a confirmation letter advising you of the approximate turnaround time. The information which you provide will be checked and if we need further clarification your Client Manager will contact you.

We would like to take this opportunity to thank you for your loyalty and support over the years and look forward to receiving your information in due course.

For new clients, please contact us here we will organise on your behalf a meeting with a dedicated Client Manager from your preferred office in Melbourne, Sydney, Brisbane, Adelaide or Perth today!