PingtailCountry packs
Country-specific checklists, ready to use
Start from a ready-made checklist for your country: over a hundred across 15 countries, with state and province variants where the documents differ. Every item tells the client what to send, for which period, and where to find it. Add or remove items on any request, save it as your own template, and share a template with a link.
United States: 10 checklists
- Monthly bookkeeping9 items
- Individual tax return (Form 1040)22 items
- Business tax return14 items
- New client onboarding13 items
- Contractor W-9 collection4 items
- New hire payroll paperwork7 items
- Quarterly estimated taxes3 items
State and region variants
United Kingdom: 7 checklists
- Self Assessment tax return17 items
- VAT return8 items
- Quarterly records for MTD for Income Tax9 items
- Year-end accounts11 items
- Identity checks (anti-money laundering)5 items
- Monthly bookkeeping9 items
- New client onboarding6 items
Canada: 8 checklists
- Monthly bookkeeping10 items
- GST/HST return8 items
- Individual tax return (T1)14 items
- Corporate tax return (T2)13 items
- New client onboarding13 items
- New hire payroll paperwork7 items
State and region variants
Australia: 7 checklists
- Monthly bookkeeping10 items
- Business Activity Statement (BAS)9 items
- Individual tax return13 items
- Company tax return and annual accounts11 items
- New client onboarding10 items
- New employee payroll paperwork7 items
State and region variants
Ireland: 6 checklists
- Monthly bookkeeping10 items
- VAT return (VAT3)9 items
- Income tax return (Form 11)13 items
- Corporation tax return (CT1) and annual accounts11 items
- New client onboarding10 items
- New employee payroll paperwork7 items
India: 7 checklists
- Income tax return (individual)12 items
- Monthly GST return6 items
- Monthly bookkeeping8 items
- New client onboarding6 items
State and region variants
New Zealand: 6 checklists
- Monthly bookkeeping10 items
- GST return8 items
- Individual income tax return (IR3)11 items
- Company tax return (IR4) and annual accounts11 items
- New client onboarding10 items
- New employee payroll paperwork7 items
Singapore: 6 checklists
- Monthly bookkeeping10 items
- GST return (F5)9 items
- Individual income tax return (Form B/B1)11 items
- Corporate tax return (ECI and Form C-S/C)11 items
- New client onboarding10 items
- New employee payroll paperwork7 items
United Arab Emirates: 6 checklists
- Monthly bookkeeping10 items
- VAT return10 items
- Corporate tax return9 items
- New client onboarding10 items
- New hire payroll paperwork9 items
State and region variants
South Africa: 6 checklists
- Monthly bookkeeping9 items
- VAT201 return8 items
- Individual income tax return (ITR12)13 items
- Annual financial statements and ITR1410 items
- New client onboarding10 items
- New hire payroll paperwork9 items
Germany: 7 checklists
- Monthly bookkeeping (Finanzbuchhaltung)10 items
- VAT advance return (Umsatzsteuer-Voranmeldung)8 items
- Income tax return (Einkommensteuererkl盲rung)12 items
- Annual accounts (Jahresabschluss / E脺R)11 items
- New client onboarding10 items
- New hire payroll paperwork12 items
State and region variants
France: 6 checklists
- Monthly bookkeeping10 items
- TVA return (CA3)7 items
- Individual income tax return (d茅claration 2042)12 items
- Annual accounts and tax return (liasse fiscale)11 items
- New client onboarding11 items
- New hire payroll paperwork (DPAE)7 items
Spain: 8 checklists
- Monthly bookkeeping10 items
- Quarterly IVA return (modelo 303)8 items
- Personal income tax return (IRPF, modelo 100)13 items
- Corporate tax and annual accounts (modelo 200)12 items
- New client onboarding10 items
- New hire payroll paperwork (alta en la Seguridad Social)8 items
State and region variants
Netherlands: 6 checklists
- Monthly bookkeeping10 items
- Quarterly VAT return (btw-aangifte)8 items
- Personal income tax return (aangifte inkomstenbelasting)12 items
- Corporate tax return and annual accounts (vpb-aangifte and jaarrekening)12 items
- New client onboarding10 items
- New hire payroll paperwork6 items
Mexico: 7 checklists
- Monthly bookkeeping9 items
- Monthly tax return (IVA, ISR provisional payments and DIOT)7 items
- Annual return for individuals (declaraci贸n anual, personas f铆sicas)12 items
- Annual return for companies (declaraci贸n anual, personas morales)12 items
- New client onboarding10 items
- New hire payroll paperwork (alta IMSS)9 items
State and region variants
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