Annual Financial Statement
Step-by-step Checklist

Simply go through the checklist to find which records you need to send us.

Before you start we recommend you....

• assemble any documentation you have for the year
• allow yourself 15 minutes to 1 hour to complete

The team at Walker Wayland thanks you for your time.

If you would prefer to complete the checklist
offline, please download the printable survey
below.