Client Resources


YEAR-End Client Checklist 


The completion of the following year-end checklist will ensure we have the correct information to prepare your financial accounts and tax returns efficiently. 

click here to download checklist covering the tax period 01/04/2018-31/03/2019

 

QUICK TIPS FOR RECONCILING IN XERO 


We have created a simple quick tips guide for reconciling Xero bank and credit card accounts. To download the guide click here.


ANTI-MONEY LAUNDERING LAWS AND REQUIREMENTS TO IDENTIFY CLIENTS AND ASSOCIATED PARTIES  


The Anti-Money Laundering & Countering Financing of Terrorism Act 2009 requires Accountants and Taxation Consultants from 1 October 2018 to verify the identity of all clients and associated parties. 

Because the law applies to everyone, we need to ask for the information even if you have been a client of ours for a long time. Depending on your business , trust and other financial structures we may have to ask you for additional information to comply with the law. 

For further information please click here.

INLAND REVENUE DEPARTMENT 


You can create a simple calendar view for your business and personal circumstances by using the IRDs tax due date calculator by clicking here.   If you need support creating your personal calendar please contact your personal Accountant on 09 294 6262.

To download the IRDs 2018/19 important dates full calendar or what you need to know claiming entertainment expenses go to the IRD download section below. 

HELPFUL NEW ZEALAND BUSINESS LINKS


Other useful online services links to complete many of your necessary business-related financial submissions and find helpful resources are below.

companies offICE

For Name Searches and Flied Information

Ministry of Economic Development
NZ SME Factsheet MBIE
Reserve Bank

Source for daily exchange rates and critical economic information 

Accident compensation corporation

Self-employed, a contractor or a non-PAYE shareholder-employee

Options for CoverPlusEXTRA  and Lowering Your  Annual ACC Levies 

Please discuss options with your financial advisor as there are further options for cover with Income Protection Insurance.