Prepare your tax reports with the Finalise FY checklist

The Finalise FY checklist brings your tax preparation tasks together on the Tax Overview page. For the selected financial year, you can review missing AMIT statements, unconfirmed dividends and holdings needing attention, then open the relevant records directly. Where earlier tax history affects your reports, the checklist also guides you through confirming your earlier years as lodged. This makes it easier to see what still needs checking before using your tax reports. Learn about the Finalise FY checklist