We'll send your questionnaire(s) to you close to your balance date. File this on top of your other records and remember to sign the front page.

- Full year for each business account (if you don't use software with bank transactions imported)
- Final statement showing closing balance on your balance date
- Credit card statements
- Term deposit statements and notices
- Provide details of business transactions paid through any other bank accounts

- Interest certificates
- Dividend certificates
- Overseas income information
- Documents for any other income received
- Farming: sales advices for livestock/wool/crops/produce sold
- Rebate advices
- Rental property: end of year summary from management firm or other relevant documents

- File accounts in date paid order
- Income protection insurance
- Separate any invoices paid with cash or other bank accounts
- Separate invoices for new assets (Over $500)

- Documentation for any new Hire Purchase or lease agreements
- Documentation for any new loans or mortgages
- Loan statements covering the full financial year, showing amount owing at balance date

- Settlement statements from your solicitor for businesses or property sold/purchased
- Sale & purchase agreements for any business or property you have sold/purchased
- Notices of any investment changes
- Property revaluation notices (issued every 3 years)
- Donation receipts
- Anything else you think is relevant

- Employer deductions and monthly schedules
- PAYE statements from IRD
- ACC levy invoices, statements and correspondence (e.g. instalment arrangements)

- All returns filed with IRD
- Worksheets used to calculate returns
- Statements from IRD