Resources

Client Forms

This page contains the questionnaires, forms, and resources required for us to prepare your accounts and tax returns.

Please complete the relevant questionnaires carefully and attach the requested information where prompted. You may need to complete more than one form, depending on your circumstances.

If you are unsure which forms apply to you, please contact your Client Manager before starting.

End of Year Questionnaire

The End of Year Questionnaire provides us with the essential information needed to prepare your financial accounts and tax return.

End of Year Questionnaire

This questionnaire guides you through the information and documents we need to complete your end of year accounts and tax obligations.

Complete Online

Download PDF

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.

Sign Online

Download PDF

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.

Sign Online

Download PDF

The following resources are provided to help you record information and understand common tax-related expenses.

Cashbook Spreadsheet

Use this spreadsheet throughout the year to record your bank statement information so we can use it to complete your reports at the end of the year.

Download

Home Office Information

Use this spreadsheet to give us the information about your home office so we can include a claim in your end of year accounts

Download

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.