Collation Year End Checklist

Complete the below information for instructions on what is required to be sent to the customer.

Collation Year End Checklist
Type of entity (tick all that apply) *
Enter full company / trust / SMSF or individual names

Client 1

Client 2

Client 3

Client 4

Company 1

Company 2

Company 3

Company 4

Trust 1

Trust 2

Trust 3

Trust 4

SMSF 1

SMSF 2

SMSF 3

SMSF 4

GST Amendment 1

GST Amendment 2

GST Amendment 3

GST Amendment 4

Additional Notes