Client Resources

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Resources and Insights

We know how much there is to remember and collate when getting your financial information ready. That is why we have written these checklists to help you gather information we need in order to prepare your financial statements and income tax returns.

The information required relates to the tax year from 1 April 2025 to 31 March 2026.

A Little Tax Help, With Our Compliments
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We've put together a free guide containing practical tax tips for New Zealand business owners. Nothing complicated. Just useful information to help you understand your tax obligations and make informed decisions.
We'll email you your free tax guide and occasional BAS newsletters with practical business and tax advice. You can unsubscribe at any time. We respect your privacy and won't sell your personal information.
Checklists Checklists

Standard Terms of Engagement
  • BAS Standard Terms

2026 Business Checklist
  • FY26 Business Tax Return Checklist

2026 Personal Checklist
  • FY26 Personal Tax Return Checklist

2026 Rental Property Checklist
  • FY26 Rental Tax Return Checklist

2026 Trading Trust Checklist
  • FY26 Trading Trust Tax Return Checklist

2026 Sole Trader or Partnership Checklist
  • FY26 Sole Trader/Partnership Checklist

31 March 2025     Tax Tips
  • 2025 Year End Tax Tips

Standard Terms of Engagement
  • BAS Standard Terms

2026 Business Checklist
  • FY26 Business Tax Return Checklist

2026 Personal Checklist
  • FY26 Personal Tax Return Checklist

2026 Rental Property Checklist
  • FY26 Rental Tax Return Checklist

2026 Trading Trust Checklist
  • FY26 Trading Trust Tax Return Checklist

2026 Sole Trader or Partnership Checklist
  • FY26 Sole Trader/Partnership Checklist

31 March 2025     Tax Tips
  • 2025 Year End Tax Tips