Forms & Checklists

Please complete the required documents by downloading them below.

Client Authority

Authorises Tax Team to act on your behalf with IRD and other relevant agencies.

Business Checklist

A handy checklist of everything we need to prepare your business accounts and tax return.

Individual Checklist

A quick checklist covering the information we need to complete your personal tax return.

Rental Checklist

Covers all the income and expense details we need to prepare your rental property accounts and tax return.

Trust Checklist

Lists the information required to prepare your trust’s annual accounts and tax return.

Sole Trader Checklist

A checklist of the records and details we need to complete your sole trader accounts and tax return.