New Zealand Accounting Price Estimator

Describe your intended business operations and plans by answering the following questions, and we will provide you with an estimate of the cost of fulfilling your New Zealand accounting requirements.

Please note that the price estimate that we will prepare for you is based solely on the information you provide us through the form. We use all reasonable care to provide you with an accurate quotation of your potential accounting costs, but the final costs incurred may vary based on the actual activities carried out by your business and external partners and organizations (including government organizations).

1

Do you need only tax return preparation and Tax Agent services, and will prepare your own accounting statements? (IF YES, please complete question 2 and then proceed directly to question 27 - 30, IF NO, continue through to question 3 and all following questions)

YesNo

2

If you answered yes to the question above, please indicate which of the following taxes you will need assistance with:

AIL Approved issuer levy

YesNo
CSE Child support (employer) YesNo

DWT RWT on dividends YesNo

FAM Working for Families Tax Credits YesNo

FBT Fringe benefit tax YesNo

GMD Gaming machine duty YesNo

GST Goods and services tax YesNo

ICA Imputation credit account YesNo

INC Income tax YesNo

IPE RWT on interest (exempt recipients) YesNo

IPS RWT on interest YesNo

MAC Maori authority credit account YesNo

NRT Non-resident withholding tax YesNo

PAY PAYE tax deductions YesNo

QCT Qualifying company election tax YesNo

REB Personal tax rebate YesNo

RWT Resident withholding tax YesNo

SLE Student loan (employer) YesNo

SLS Student loan (borrower) YesNo

SSC Specified superannuation contribution withholding tax YesNo

WPE Withholding payments elected YesNo

WPN Withholding payments non-elected YesNo

3

What is the nature of the Company’s business?



4

How many bank accounts will the Company have?








5

How many transactions per month do you expect to see? Please provide a numerical estimate.

6

Please advise if the supporting documents (e.g. bank statements, invoices, contracts, etc) will be prepared in English?

YesNo

7

Will you provide us with a Cashbook (computerized or written)?

YesNo

8

What types of expenses do you foresee?

9

Will the Company/Trust take out any loans to finance its operations?

YesNo

10

Do you plan on conducting any transactions with related parties?

YesNo

11

Do you have (or are you planning to have) any properties or other fixed assets? If yes, please provide a value estimate and description.

12

Are you planning on making or receiving gifts? If yes, please provide a value estimate and description.

13

Will you have any cash transactions? If yes, please provide a value estimate and description.

14

If you plan on having cash transactions (see previous point), how often do you plan to have cash reconciliation?

15

What is the Company’s expected gross turnover? Please specify the currency used.

16

Does your Company have written accounting policies and procedures? If yes, could you provide us with a current copy?

YesNo

17

How do you plan on allocating costs that are ‘shared’ by different funding sources, such as rent, utilities, etc.?

18

How often do financial reports need to be prepared? We usually recommend that management reports are to be prepared on a monthly basis.

19

How often do you plan on comparing costs with the budget limits?

20

Are you planning to have any employees? If yes, please provide the number of employees.

21

If you will have employees (see point above,) how often and how much will they be paid?

22

How much will the annual dividend payments be to the company shareholders?

23

As New Zealand law requires that all financial statements are to be prepared in New Zealand Dollars, will you need the financial statements to be prepared in any additional currencies?

YesNo

24

Do you require the financial statements of the Company/Trust to have an external audit?

YesNo

25

Would you like to use our Registered Office service?

YesNo

26

Would you like use to prepare:

Shareholder Resolutions. If yes, please provide with an approximate number per annum

Director Resolutions. If yes, please provide with an approximate number per annum



27

Your name

28

Your company name

29

Your phone number

30

Your email