After Your First Appointment: What We Need Next
After your first appointment, we will email you a list of the information and documents we need.
The exact requirements will depend on your circumstances. You only need to provide the items that apply to you.
We may ask for:
Latest financial statements and tax returns
Bank statements for relevant business accounts
Credit card statements used for business
Details of business income and expenses
Details of major assets purchased or sold
Loan or finance statements where relevant
GST records, if applicable
Business and Accounting Records
Where required, we may ask for:
Company or entity details
Shareholder and director information
Partnership information
Trust information, where applicable
Relevant changes in ownership or business structure
Company or Entity Information
Xero
If you use Xero, we will email you instructions for providing us with the appropriate adviser access.
If you do not use Xero, we will discuss the accounting records or system you currently use.
If we will be assisting with payroll, we will let you know which payroll and employer records we need.
Payroll
If you have rental property, we may request:
Rental income information
Property-related expenses
Mortgage or loan statements
Rates and insurance information
Details of significant repairs or improvements
Rental Property
Once the appropriate authority is in place, we can contact your previous accountant for relevant accounting and tax records.
If You Are Changing Accountants
You do not need to obtain documents from them yourself unless we ask you to.
Inland Revenue
We may ask you to complete the appropriate authority so we can access or obtain relevant tax information and communicate with Inland Revenue where required.
We will tell you what information is required and how to provide it.
Sending Your Information
Please do not send passwords, verification codes or login credentials.
Have a question about the documents we requested?