You can track multiple bank accounts and credit cards for the one business Keep control of your business finances sync your transactions into the Tax Team Cashbook in 1 of 2 ways. Automatic and Manual Sync bank transactions
Automatic Sync Bank Transaction
Use the Bank Feed service to automatically have the transactions imported to the Tax Team Cashbook ready for you to code.This incurs third party fees which are included in the package pricing
Manual Sync Bank Statement Transactions
Download transactions from bank as a csv file. This file is then uploaded to Tax Team Cashbook for conversion. The transactions will be listed ready for you to code using the standard chart of accounts provided. If you have any specific requirements for accounts contact us and we will add them for you). You will be required to confirm each time that the bank balance in the accounting package exactly matches the bank account balance as at that date. (if it is subsequently found the that balance does not match and we have to manually reconcile then you will incur additional fees so it is important to be accurate).
We provide payroll processing services for small business employers. Simply load details of employees and complete the online time sheet. We will provide you with the pay details for you to make to your staff and IRD and file the payday filing returns.
Online professional looking invoicing, create invoices quickly Mobile phone accessible, download PDF, send using general email accounts. View a list of outstanding invoices for follow up, track payments, partial payments, overdue invoices Review client sales history Pull up a sale report
Provide a complete range of accounting and business advisory services to help SME owners with their day-to-day administrative needs – such as compliance. Tax Team advisory solutions are designed to allow you to focus on running your business. Our business advice can also make a significant impact when it comes to planning for future wealth creation.
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- Standard package fees are based on each taxable activity conducted by an entity. E.g. a client with a business entity and a personal rental would pay the combined fees listed for each activity.
- The fees quoted are the annual fee broken down into monthly installments inclusive of GST.