Annual Check Lists

Before we undertake any accounting work for you, we are required under the rules of the NZ Institute of Chartered Accountants to have received the appropriate Checklist, completed and signed.
The following are the Checklists for the current financial year.

Rental Checklist 2023 Annual Business Checklist 2023 Home Office Claim 2023 Schedule of Business Expenses 2023 Personal Tax Return Checklist 2023 livestock Checklist 2023 Working for Families Checklist 2023

Terms of Engagement

As Chartered Accountants, we are required to have specific instructions given to us from you for each assignment. The following is an example of our Engagement Letter.

Accounts HB Engagement Letter