This tool is to help you collect all the information that we need so that we can efficiently prepare your Financial Statements and/or Tax Returns.
You don't need to send us anything we already have access to, such as bank statements if bank feeds are set up in Xero, or income where tax is deducted at source and paid directly to Inland Revenue, like PAYE wages or bank interest.
Please provide the information for your accounting period, which is typically 1 April to 31 March. Don't stress if you miss something. We'll work with what you give us and let you know if there's anything else we need to get the job done.
Once you've gathered your documents, please attach them to an email, send to [email protected] and let us know if there are any time constraints we need to be aware of, for example, you're buying a house and the bank needs them to make a lending decision.
Tick each item as Done once you've gathered it, or mark it N/A if it doesn't apply to you. Use the master checkboxes at the top of each section to mark all items at once.
Click Skip to next section to mark all unticked boxes in that section as N/A and jump ahead to the next section.
We recommend gathering and sending your documents as soon as possible after your balance date (31 March for most clients). Early submission helps us turn around your work faster, and gives you more recent information to inform your decision making.
Don't stress. If you've misplaced an essential document, and you can't get a replacement copy by contacting the issuer, then send us what you do have.
You can email documents directly to [email protected]. If you have a large number of files, we recommend compressing them into a single folder or using a file-sharing service such as Google Drive or Dropbox and sharing the link with us.
No. If your bank feeds are connected in Xero or MYOB, or you've uploaded invoices and receipts to transactions, then you don't need to resend (but please still tell us that you've uploaded them!). Similarly, if we already have access to relevant records through your accounting software or myIR, there's no need to re-send them. The checklist is designed to highlight only what we're likely to need from you directly.
Yes. While we're based in Dunedin, we work with clients across New Zealand. We offer video call consultations and manage all compliance work remotely, so your location is no barrier to working with us.
Turnaround time depends on the complexity of your affairs and how complete your records are when submitted. Once we have everything we need, we'll keep you updated on progress. We typically work in a first in first out manner, so the earlier you submit your documents, the faster your turnaround.
IRD has specific requirements around which documents you need to keep and for how long. For a full breakdown, please visit the IRD website.