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20th March 2019 - End of Financial Year TIPS

What do you need to think about for your financial year end?

For many of us 31 March 2019 is our balance date year end. Some things must be done to finalise the tax requirements of 2018 and to make sure we are ready for 2019 before year end. This list is a summary of common matters that you need to address. Not all will apply to you. Please speak to your usual manager at Affleck O’Meara if you have any queries.

Tips include these topics:

Extension of Time arrangements
Tax payments
Due Date reminders
Look Through Companies
Dividends
Mixed use Assets & GST
Trust Distributions
GST
Bad Debts
Holiday pay and bonuses
Stock
Fixed asset review
Portfolio Investments
Revenue Account Property (e.g land dealers or developers)

Read the full article here


9th April 2018 - 2018 Compilation Agreement & Guideline Questionnaires

Please find a link to our 2018 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 – 2018

Below are links to our 2018 Questionnaires that offer guidelines on what supporting documentation we will also need (for those with a financial year ending 31 March 2018)…

Questionnaire 2018 – Business

Questionnaire 2018 – Investments

Questionnaire 2018 – 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!


3rd April 2017 - Your 2017 Questionnaires

Please find links to our 2017 Questionnaires below (for those with a financial year ending 31 March 2017)…

Business Questionnaire

Investments Only Questionnaire

Rental Questionnaire

Farm Questionnaire

Financial statements will not be started until we receive your completed and signed questionnaire, together with supporting documentation.

Bank and Loan Statements are REQUIRED supporting documentation.  Statements 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!


AFFLECK
O'MEARA

QUEENSTOWN
Level 2, 45 Camp St
PO Box 1010,
Queenstown 9300
New Zealand
+64 (0)3 441 3901
zqn@affleck.co.nz

ALEXANDRA
Level 1, 65 Centennial Ave
PO Box 199,
Alexandra 9320
New Zealand
+64 (0)3 448 6088
info@affleck.co.nz