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More than just
accounting...
Free resources
We're regularly publishing free guides, templates, and articles on tax, accounting and business growth. Can't find what you're looking for? Contact us for information about your specific query or book a free 30-minute consultation to chat it through (T&Cs apply).
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Client Case Studies
Client Case Studies
Client Case Study - Peter Dawson, Dawson & Associates
We were previously using another accounting firm in Nelson but we felt like a small cog in the wheel. We were receiving very generic advice,
Client Case Study - On Cue Conferencing
Justine will go that extra length to understand an organisation, help them fulfil their obligations but make it valuable for them.
Client Case Study - Fuse IT
I think the biggest thing is ‘trust’. Trust is currency. Before, I couldn’t trust my previous firm to deliver essential services timely.
Template Toolkit
Free templates, tools & tips
Legacy Planning - Download our Legacy & Life Preferences Workbook
Legacy Planning - Download our Legacy & Life Preferences Workbook - designed to help you organise the personal, financial, medical, digital, and legal details that matter most
Marketing & Advertising Costs - What is tax deductible?
When budgeting for marketing and advertising costs, it's important to know what is a deductible expense or a depreciable capital cost.
Trustees’ obligations to keep and give trust information
Trustees have certain obligations for record-keeping and notifiable information. Download our guide on Trustees' obligations.
Xero Hacks
Template Toolkit
Xero Hacks
Xero Hack: Eliminating Sales Rounding with this simple fix
In this quick demo, we’ll show you exactly how to eliminate rounding issues on sales invoices using a simple adjustment technique.
Xero Hack: Eliminating Payment Rounding in seconds
In this edition of Xero Hacks, we’ll walk you through a simple, effective method to eliminate payment rounding differences in Xero.
Xero Hack: How to Eliminate Rounding Errors on Split Expenses
In this Xero Hacks demo, we’ll show you a quick and reliable way to eliminate rounding issues on split expenses.
Template Toolkit
Sustainability Focus
How to Report on Sustainability Efforts: A Guide for the New Zealand Market
Reporting on your sustainability efforts is a way to demonstrate corporate responsibility and a means to build trust with stakeholders, including customers, investors, and the community at large
Will Sustainability Reporting Become Mandatory in New Zealand?
Even without mandatory regulations, consumer interest in sustainability is driving the movement faster than government change. New Zealand consumers increasingly prioritise sustainability in their purchasing decisions
Sustainability: What Is It and Do I Need to Pay Attention?
Economic benefits from sustainable practices can include cost savings, enhancing your reputation within your community, and tapping into a new trend of customers being increasingly influenced by a brand’s sustainability efforts and ethical practices.
All resources
More resources
Important Dates: Your tax calendar for December 2025 & January 2026
In our tax calendar, we’ve outlined the essential tax dates for December 2025 and January 2026, along with the actions you need to take to stay on track.
Inland Revenue’s New Approach to Chasing Debt: What You Need to Know
Inland Revenue (IR) has strengthened its approach to managing overdue tax, and it’s more important than ever for businesses to stay ahead of their obligations.
Important Deadline Closing: 25 June 2025 - Mutual transactions of associations (including clubs and societies)
In case you missed it, IR are proposing to override the mutuality principle for trading stock and services supplied to members, and that previously subscriptions and levies covered by the mutuality principle will not be covered by the mutuality principle if the association is not able to distribute to members.
Inland Revenue Activity
On the 7th April, the Inland Revenue publicly announced that their activity in the last six months of last year was up 50% from the same time for the year previous.
Employer Obligations for Employee Share Scheme Benefits Paid in Cash
Employee share schemes (ESS) are a popular way for companies to incentivise and reward their employees. These schemes can include...
IR Policy Change - Overdue Debt
Discover how the IR Policy enforcing payment for Overdue Tax Debt impacts businesses. Learn about the new compliance obligations and
Stocktakes
Who should do stocktakes? Taxpayers who either manufacture or buy and sell products have to value their stock on hand as at Balance...
Mini-Budget 2023
The Government’s Mini Budget contains proposals to change the bright-line test back to a 2-year period, and to remove deductions for...
Reporting requirements for trusts
From 31 March 2022 there are new IRD reporting obligations for New Zealand Trusts. The purpose of trust information gathering powers is...
Managing Financial Risk
No matter what our attitude to risk is, we are all exposed to the same scrutiny by Inland Revenue. We discuss how to insure this risk.
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