Annual Tax QuestionnairesChecklistsPlease download a checklist below. This will guide you in what information you need to supply. Questions? Please complete the contact form or call us on 09 973 0706.
Tax return checklist (for all tax return types), any year
Trust checklist (shortened version only for trusts that don't trade e.g. owns family home, no rentals)
Cash BookHere's a free Excel file you can use to compile your accounts info during the year, then send to us. See FAQ for other free downloads
* For more info on government services go to newzealand.govt.nz, © Copyright 2008 Inland Revenue
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PROCESS QUESTIONSPlease see these two links for more information:
Other LinksVehicle Logbook (Excel format)*
Resolution of Directors for Salary/Remuneration:
FAQsQ: I need help with something that isn't listed here!
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