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Free Resources
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


Case Study - Sands Building
Business Studio Innovators took a completely different approach. Justine checks in regularly, gives calls throughout the year, and steers the business in the right direction as things come up. Keeping an eye on the books means there are no nasty surprises at the end of year.


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.
Free templates, tools & tips
Template Toolkit


What does an employee really cost you per hour?
Wage plus margin often underprices. Factor in leave, KiwiSaver, ACC and billable hours with our free NZ charge-out rate calculator.


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.
Xero Hacks
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.
Sustainability
Sustainability Focus


Capital Gains Tax in New Zealand: Should CGT Be the Issue of the 2026 Election?
New Zealand elections often turn on one defining issue. Sometimes it is tax. Sometimes it is housing. Sometimes it is law and order, health, or the cost of living. But in 2026, I think the issue we should be brave enough to debate properly is this: Should New Zealand introduce a capital gains tax? And, if we are serious about the long-term cost of an ageing population, should we also be asking an even more uncomfortable question: Should New Zealand consider an inheritance tax


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


Propel Livestock Special Alert - 2025 Herd Values for Tax Purposes
The Herd Scheme Values are the National Average Market Values as determined by a process involving a review of the livestock market as at 30 April.


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.


Budget 2025
22 May 2025 The Minister of Finance, the Hon Nicola Willis, delivered Budget 2025 on Thursday, 22 May 2025, and there was good news for...


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.


Six mistakes to avoid for this End of Tax Year
The lead-up to the end of the financial year can feel like a whirlwind, but by avoiding these common hurdles, you can keep your tax season..


Four tax changes to consider before 31 March 2025
Get your head around New Zealand’s recent and upcoming tax changes, and make sure you’re up-to-date with tax obligations and payroll process


Quick tips for your 2025 tax info
A stress-free tax return starts with having your documents ready. To help us prepare your financial statements efficiently, gather these ess


Which legal fees are tax deductible?
This article summarises some of the common legal fees and income tax deductibility rules. Legal fee deductibility is a complex area.


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 benefits paid in cash, which come with specific obligations for employers. Understanding these obligations is crucial to ensure compliance with tax laws and to avoid potential penalties. Inland Revenue has issued an interpretation statement on Employer obligations for employee share scheme benefits paid in cash. The statement considers the follow


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...


Business use of your Private Home & Sheds
If you’re a business owner and use part of your family home for work, you can make a claim for this as a business expense, but of course...


Some common things businesses forget at tax time
Running a business is a demanding job, so it’s no wonder owners lose track of crucial things at tax time, such as: Deducting...


Your provisional tax explained
Your provisional tax equals your previous year’s residual income tax plus 5%. However, provisional tax paid in the past may not reflect how your business has performed over the current financial year. Your final income for this financial year will determine whether you’ve overpaid or underpaid provisional tax. Once you’ve filed your accounts, you might get a tax refund or have to pay more, depending on your 2023-2024 taxable income. Underpaid tax can lead to use of money inte


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...


Income tax: Income – when gifts are assessable income
On 5 December 2023 IR issued a replacement interpretation statement on when gifts are assessable income. A gift is not usually subject to...
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