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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 - Woofa Worx & Moggie Maintenance
It was obvious how passionate and motivated Justine is about her work, that came across straight away – it felt like a match.
Template Toolkit
Free templates & tools
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.
What is a Trust?
Trust Basics - You may have heard people talk about setting up a Trust or being a Trustee - but what does it all mean?
National & International Travel Expenses - What is 50% or 100% tax deductible?
Travel Expenses & Tax deductions explained. You may be able to claim an income tax deduction for travel expenses where they have a connectio
Tax Record-Keeping Requirements in New Zealand
Find out what records you have to keep to support the figures in your GST returns and the disclosure information required
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.
All resources
More resources
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..
Mar 10
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
Mar 3
NZ Tax Considerations for Animation Expenses in Advertising
In New Zealand, the tax treatment of animation and advertising expenses depends largely on whether the costs are deemed capital (non-deducti
Nov 20, 2024
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.
Nov 20, 2024
National & International Travel Expenses - What is 50% or 100% tax deductible?
Travel Expenses & Tax deductions explained. You may be able to claim an income tax deduction for travel expenses where they have a connectio
Oct 30, 2024
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...
Aug 4, 2024
Why You Should Monitor Costs for Developing or Installing Equipment and How It Impacts Your Company Valuation When You Sell
Why You Should Monitor Costs for Developing or Installing Equipment and How It Impacts Your Company Valuation When You Sell
Aug 4, 2024
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
May 18, 2024
Stocktakes
Who should do stocktakes? Taxpayers who either manufacture or buy and sell products have to value their stock on hand as at Balance...
May 11, 2024
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...
Mar 9, 2024
DON’T FORGET: Documents for your accountant
Remember to provide all the relevant documents we will need to put together your financial statements for the year. Have you got these...
Feb 1, 2024
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...
Feb 1, 2024
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...
Dec 22, 2023
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...
Jun 24, 2022
Unintended Consequences of Brightline Test on Property
Poorly constructed legislation affecting NZer’s
Mar 27, 2022
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