Your tax returns & checklists
We know how much there is to remember and collate when you’re getting your financial information ready to bring in to us. That’s why we have developed a number of checklists to make it much easier for you. Please click on any of the following checklists and send them to us when you have completed them.
You might need to complete more than 1 checklist, depending on the type of business/entity you run. For example: If you run more than one business, you’ll need to prepare 1 checklist for each business you run. If you’re unsure, please contact us.
Your business information
If you operate as a company or sole trader, please complete any sections of this checklist that are relevant to you.
Download business checklist: 2011 Business Return Checklist
Your personal information
If you need to submit a personal tax return this year, please complete any sections of this checklist that are relevant to you.
Download personal income tax checklist: 2011 Personal Return Checklist
Your trust information
If you have a trust, please complete any sections of this checklist that are relevant to you.
Download trust checklist: 2011 Trust Return Checklist
Posting and email instructions
When you have completed and signed them, please either:
1. Post them to us at:
Business Advisory Accounting & Tax Services Limited
Chartered Certified Accountants & Business Advisors
PO Box 33-1082
Takapuna
Auckland 0622
2. Or alternatively, please scan all parts of the checklist and supporting documents and email them to us at admin [at] bizadvice [dot] co [dot] nz
3. Or please call for an appointment and bring them in with you
If you have any problems printing the checklists please ring us on 09 449 0417.
Disclaimer
These checklists help us to prepare your returns efficiently and in a timely manner. They also ensure that we ask the right questions to help eliminate mistakes. The IRD and our own professional bodies are “encouraging” us to ensure that we have fully completed and signed checklists. It is possible that you will not need to complete all parts of the checklist and for those of you who subscribe to our monthly cash book service we may already have your cash book.
Please note that the time that we need to prepare your returns will increase if we have to contact you to obtain missing information, trace transactions bewteen several accounts or read illegible handwriting.
