HOW DOES IT ALL WORK?

So you've bought an investment property. Now what?  Depending on the time of year, here is what will happen from here

1. In February or March of each year, we will contact you to advise in which month we plan to do prepare your financial statements and tax returns. If the proposed month won't suit, please email us back. If we hear nothing, we will assume it is all good.
2. For info about what to do when your month comes, please see this page.
3. In August of each year, we will remind you about the NZ Companies Office return and your compliance obligations (if you have a Look-Through company or standard limited liability company). This is a legal matter, not an accounting matter, but we find most clients appreciate some help with this.
4. In September of each year, we will contact you to see if you want to purchase Auditshield insurance for the year. This is an (optional) insurance product, not an accounting product; read more here. 

WHAT DO I DO IN THE MEANTIME?

Keep good records.  Please see this page for an overview of what to keep. Many clients use Google Drive or Dropbox for storing copies of their records online; this also makes it easier to share that info with us. See this article for info on how to use online storage.

If you do use online storage, please don't name your folder "EpsomTax" or something similar. As you can imagine, if everyone calls their folder "EpsomTax", we end up with hundreds of identical folders, and can't tell which is which! Instead, please name it after your company name or similar.

CONTINUED...

When sharing your tax folder, please share it with
mytaxinfo (at) epsomtax.com. 

We have avoided writing this address in the standard format, as otherwise spammers start sending mountains of spam to the address. But we are sure you can figure out that (at) means @.

FAQs

Q: I need help with something that isn't listed here!
A: Visit the FAQ page or enter some key words in the search box, or contact us via the box below.

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