Please ensure you have provided ALL THE INFORMATION required to complete your tax return.
Lack of complete information may result in increased fees as we need to follow up for more information

Postal address and contact details
Physical address and contact details

Please provide a list/printout of accounts receivable at balance date indicating whether amounts are GST inclusive or exclusive.

To enable bad debts to be excluded from income, these must be written off prior to balance date.

Please provide a list/printout of accounts payable at balance date indicating whether amounts are GST inclusive or exclusive.

Remember to include full details of sundry amounts owing (e.g. wages & PAYE).

  • Detail list of assets purchased or sold
  • Solicitor settlement statements
  • Solicitors statement of account
  • Details of any borrowing (eg loan documents)

Please complete a rental checklist for each property.

If you have purchased or sold the rental property during the year please provide the solicitor’s statements.

Please complete a checklist for each property.

If you have purchased or sold the property during the year please provide the solicitor’s statements.

- Types of goods/services

- Cost price including GST

- Types of goods/services

- Market value

- Supplied value

I instruct Black & White Accounting Limited to prepare my financial statements and tax return for year
ended specified on page one. I undertake to supply all information necessary for this engagement and to
be responsible for the accuracy and completeness of such information. Your services are not intended to,
and accordingly will not result in the expression by you of an opinion on the financial statements or tax
returns insofar as third parties are concerned.

Authorisation to obtain information subject to the Privacy Act
I authorise Black & White Accounting Limited to communicate with the appropriate bankers,
solicitors, finance companies and other persons or organisations to obtain such further information as is
required to carry out the above engagement. This authorisation will stay in place until cancelled by either
party in writing.

Authorisation for Inland Revenue Department
I give authority to Black & White Accounting Limited to act on my behalf for all tax types until further
notice.

Authority is given to obtain information from Inland Revenue and other financial institutions to enable my
tax returns to be completed. This includes obtaining information via online services available on Inland
Revenue's website

Authorisation for Accident Compensation Corporation
I authorise Black & White Accounting Limited to act as my agent for ACC levy purposes. This
authorisation allows Black & White Accounting Limited to query and change information through ACC staff
and through ACC Online Services.

This authority will also allow Black & White Accounting Limited's main representative discretion to delegate
access to ACC information to other members of Black & White Accounting Limited. Other delegated
members of Black & White Accounting Limited will also be able to query and change
information through ACC staff and through ACC Online Services.

 

I understand that the financial statements (if required) are to be prepared for taxation purposes (to determine
my tax liabilities) only.