Terms of Trade
This is the technical stuff which sets out the relationship between you (our clients) and us. We know reading the small print is not fun for most people, but it is important so we encourage you to do so. These versions are in pdf form so you can download and/or print them easily for later viewing.
Questionnaires
Clients - We need you to fill in one of these questionnaires every year before doing your accounts. Save us from asking by downloading it here, completing the form and sending it in with your information. Just pick the questionnaire that matches your business - Thanks!
You may be asking whether you need to fill out a questionnaire. The general rule is that we like all our clients to fill one out where possible. However filling one out may be less important if you have no trading stock and there have been no changes to your assets or business operations. If you think this might be you, best to give us a call first and we can discuss your situation. Note that you will still need to provide us with all the necessary information regardless of whether the questionnaire is filled out.
Newsletters
We send occasional (short) newsletters with items of interest to our clients. Our newsletter archive is here for your interest.
Helpful Links
Business:
| Guidelines for hiring employees (Business.govt.nz) |
| Charge-out Rate Calculator (Business.govt.nz) |
| Guidelines in Claiming Expenses (Business.govt.nz) |
| Smart Business Guide (IRD) |
| Small Business Guide (Xero) |