Checklists

Please click to download any of our business documents below (for years prior to 31st March 2017 please email Andrea andrea@takapunatax.co.nz) to request.

31st March 2017 End of Year Client Checklists

Personal Checklist

Company Checklist

Trust Checklist

Business Checklist (Sole Traders / Partnerships / Trading Trusts)

Terms of Engagement

Terms of Engagement (March 2017)

GST Terms of Engagement - Updated April 2015

Schedules

Rental Property Schedule

 

 

Useful Links

We have compiled a list of websites that we have found to be valuable sources of information.
Clicking on the link will open a new window for you.
Please, let us know of any websites that you think we may find useful.

Software

MYOB 

XERO

APS

BankLink

Finance

New Zealand Stock Exchange
Australian Stock Exchange
Exchange Rate Calculator

 

News

The Dominion Post
The New Zealand Herald
Independent News

 Accounting

Accountants and Tax Agents Institute of NZ

Chartered Accountants Australia New Zealand

 

Government

Inland Revenue Department
Companies Office
Charities Commission
Ministry of Economic Development
Reserve Bank
Accident Compensation Corporation
Retirement Commission
Kiwisaver


Note: The websites links provided on this page are for general interest only.
We do not endorse any products and services offered by the websites listed here.

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