Tax Refunds

You may have a refund due because:

you have worked on a casual basis
you have worked for part of the year
you have more than one job and are paying secondary tax
you have had too much PAYE taken on a lump sum payment or redundancy
you have made donations of more than $5

We do a free check for you covering the past 5 years and charge a fixed fee for a straightforward claim – unlike some agents, we do NOT take a percentage of your refund. You may need a full tax return if your situation is more complex.

Reasons to have a Tax Agent

To find out if there are expenses you can claim to get a tax refund
To claim refunds if you have made donations
To ensure you structure things the best way to save tax when owning or buying a rental property
To remind you when your provisional or final tax is due
To use our knowledge to minimise your tax bill
To offset our fee against your income and reduce your tax (so we are really costing less than you think)

Tax Returns

We provide hassle-free preparation of tax returns for individuals, partnerships, trusts and companies. These may involve investments, rental properties, self-employment or businesses. They may also be for someone who only wishes to claim expenses such as income protection insurance or professional fees in order to get a tax refund.

We ask you the relevant questions, prepare the return for your signature and take the stress off your shoulders. We submit returns to Inland Revenue by Efile for rapid processing so that you have confirmation of where you stand as quickly as possible.

Rental Properties

Many New Zealanders build their wealth by purchasing rental properties.

Do you need help in identifying the expenses you can claim against rental income and how to offset losses against your salaried income to obtain a refund? We will be delighted to help.

GST

Are you registered for GST and required to make monthly, 2-monthly or 6-monthly returns?

Let us do it for you - we provide full accounting services if required, or you supply the basic information and we do the rest.

Accounting

Do you need someone to keep track of your finances?

We have different levels of service and can do your accounts on a regular basis to keep you informed. Just supply bank statements and supporting documents and we can take the paperwork off your hands, giving you more time and energy to spend on your business.

Company Registration

Just starting up?
We provide an inexpensive and speedy service for name reservation and company registration including GST registration if required. We offer ongoing accounting and GST services on a regular basis so you can devote yourself to your field of expertise.

Advice

If you are unsure of the tax aspects you need to consider when purchasing a rental property or the best way to structure your new business, we are here to assist.

We offer personal service based on your needs so come in for a chat and let us help. Your first appointment with us is free and does not commit you in any way.

Fees

(amounts include GST)

	Tax refunds	only $20.00
	Personal tax returns	from $67.50
	Trusts	from $90.00
	Rental properties	from $135.00
	Small businesses/self-employed persons	from $168.75
	Companies	from $450.00

Frequently Asked Questions

Q: Do I need to do a tax return?
A: YES if you worked for part of the year, were working overseas some of the time, had withholding tax deducted or had more than one job at the same time, you should do one as you may be entitled to a tax refund or you may owe some tax.
NO if you are receiving a single salary, were employed all year and having PAYE deducted, there should not be any reason to do so. If you think you have been overtaxed see the section on TAX REFUNDS.

Q: When do I have to send in my tax return?
A: The tax year runs from 1 April to 31 March in each year and tax returns are normally due in by 7 July. Once you are registered with a tax agent you will have an automatic extension of time, generally until 31 March the following year.

Q: I want to start my own business – do I need to form a company?
A: You do not need to have a company to start your business. You can be a sole trader or have a partnership with someone and you will avoid many of the formalities. Sometimes a company is the best option for other reasons and to protect your personal assets.

Q: Can I prepare my own tax return?
A: You most certainly can, but we are doing them constantly and they are routine to us. You will be very familiar with your work and it may be more profitable to spend the time with your customers.