Forms and Documents

This page contains a number of documents for you to download and use.

Terms of Engagement (pdf) - client agreements and authority to act as a tax agent and obtain information under the Privacy Act. We ask all of our clients to download, print and complete this form annually.

Client Details Update (pdf) - use this form to advise us of any changes to your address or contact details.

Business Questionnaire (pdf) - Business clients should complete this checklist and send it in to us with their end of year information.

Rental Questionnaire (pdf) - Clients with rental properties should complete this checklist and send it in to us with their end of year information.

Personal Questionnaire (pdf) - All individuals should complete this checklist and send it in to us with their end of year information.

Cashbook (xls) - Non GST registered clients can download this Excel spreadsheet and use it to record their income and expenses. This is a simple and effective way of preparing your data to send to us at the end of the year.

Cashbook with GST (xls) - GST registered clients can download this spreadsheet and use it to record their income and expenses. This is a simple and effective way of preparing your data to send to us at the end of the year.  (Cashbook is set at the new GST rate of 15% and can only be used from 1st October 2010.)

GST 105 - Gst Rate Adjustment Sheet (IRD)