Annual Tax Questionnaires

​You're probably looking for this:
  • If this is your first year with EpsomTax.com: please click here

But if you are an existing client (not a new one), then you'll be looking for:
  • If we did your tax returns last year: please click here

And maybe, just maybe, you might be looking for this:
  • For the GST questionnaire please click here​

Year Not Here?

If the year you are looking for isn't here, please go to this page.

Checklists

Please 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.

FY2018 (ENDED MARCH 2018)

Tax return checklist (for all tax return types)
general_checklist_fy18__april_2017-march_2018_.docx
File Size: 77 kb
File Type: docx
Download File
Trust checklist (shortened version only for trusts that don't trade e.g. owns family home, no rentals)
non-trading_trust_checklist_fy18__april_2017-march_2018_.docx
File Size: 57 kb
File Type: docx
Download File

FY2017 (ENDED MARCH 2017)

Tax return checklist (for all tax return types)
chklstfy2017.pdf
File Size: 407 kb
File Type: pdf
Download File
Trust checklist (shortened version only for trusts that don't trade e.g. owns family home, no rentals)
nontrading-trustchklistfy2017.pdf
File Size: 396 kb
File Type: pdf
Download File

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

Cash Book

Here'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 .xls files.
excel_cashbook.xls
File Size: 183 kb
File Type: xls
Download File

Vehicle LogBook

Vehicle Logbook* (Excel format)
vehiclelogbook.xls
File Size: 38 kb
File Type: xls
Download File

Other Links & Downloads

Approval to File with IRD
Authorisation
File Upload​
How to use Dropbox, Google Drive etc
Resolution of Directors for Salary/Remuneration:
dirs_rem_resn_salary.doc
File Size: 34 kb
File Type: doc
Download File

    Contact Us

* For more info on government services go to newzealand.govt.nz, © Copyright 2008 Inland Revenue