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2019 Compilation Agreement & Guideline Questionnaires

Please find a link to our 2019 Compilation Agreement below, this must be completed in full and all pages returned to us before we are able to begin your Financial Statements.

Compilation Agreement & ACC Authority Form – 2019

Below are links to our 2019 Questionnaires that offer guidelines on what supporting documentation we will also need (for those with a financial year ending 31 March 2019)…

Questionnaire 2019 – Business

Questionnaire 2019 – Investments

Questionnaire 2019 – Rental

If you use Xero for your accounts, you can also see their recommended ‘end of financial year process’ here

Your Bank and Loan Statements are REQUIRED supporting documentation and can be accessed from the ‘Documents’ tab within internet banking.  Please be aware, if we need the Bank to provide us with your statements, the Bank will charge you $4.00 per statement.

If your Financial Statements are required urgently, please contact our office by email, stating the reason(s) why, and the date they are required.

We appreciate your continued support!


Level 2, 45 Camp St
PO Box 1010,
Queenstown 9300
New Zealand
+64 (0)3 441 3901

Level 1, 65 Centennial Ave
PO Box 199,
Alexandra 9320
New Zealand
+64 (0)3 448 6088