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New Client Signup

Use these forms to register as a new client or provide the information we need to begin working with you. Completing the relevant form helps us set up your records and meet our compliance requirements.

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Terms of Engagement

Our Terms of Engagement outline the services we provide and authorize us to act as your tax agent. New clients must complete the relevant Terms of Engagement before we can act on their behalf.

Individual - Terms of Engagement

Individuals need to complete this form to sign up with us as your tax agent. It confirms our engagement and allows us to act on your behalf.

Company/Trust - Terms of Engagement

Complete this form to sign up with us as your tax agent for your business or trust. It confirms our engagement and allows us to act on behalf of the entity.

Send Documents

If you ever need to send us anything specific, you can do so from below, or email us at admin@simpleaccounting.co.nz.

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