Downloads

Tax checklists and templates.

Free downloadable files to help with document collection, income tracking, and first consultation preparation.

Available downloads

Tax Document Checklist TXT file | Personal tax preparation checklist Personal Income Tracker Template CSV file | Monthly income and relief tracking format Client Intake Questions TXT file | First consultation question list

Official tax references

Use these Inland Revenue Department collections for the latest legislation, Gazette notices, and administrative guidance.

Acts and legislation Income Tax, VAT, SSCL, Stamp Duty, and other tax Acts Gazette notifications Tax-related Gazette notices arranged by year Circulars and guidance Current taxpayer, employer, VAT, and withholding guidance

These links open the official IRD website. Check there for amendments and updated versions.

How to use these files

  1. 1 Download the relevant file

    Choose the checklist or template that fits your current tax task.

  2. 2 Fill in your records

    Complete details accurately before a consultation or filing step.

  3. 3 Review with a tax professional

    Use the completed file to speed up support and reduce missing information.