Your end-of-year check-up, made easy. We review 12 months of records, apply the relevant tax and reporting rules, identify eligible claims and explain the final numbers without last-minute stress.
Think of annual accounts like an end-of-year health check for your business. We turn your Xero records into final accounts, tax returns and a clear summary of what the results mean.
Check reconciliations, balances and supporting information.
Use the applicable IRD requirements or external reporting framework.
Walk through the result, confirm tax dates and file the relevant return.
Pricing is confirmed upfront based on entity type, reporting framework, record quality and whether audit-ready workpapers are required.
These are pricing placeholders. Replace $XX once your base fees are confirmed. An independent audit or review is separately appointed and priced.
Three practical factors determine the work involved.
Audit-ready accounts require detailed evidence, workpapers and coordination with the independent assurance practitioner.
Most small businesses use special-purpose reporting. Other entities may require NZ IFRS or PBE reporting.
Reconciled Xero records reduce year-end work. Missing records, historic returns or catch-up work are quoted separately.
A clear path from your final reconciliation to filed returns.
Complete your basic Xero reconciliations and provide the requested records.
We review the ledger and apply depreciation, tax adjustments and the relevant framework.
Meet virtually or in person to discuss profit, tax, key balances and financial health.
You approve the documents digitally, then we file the relevant tax returns with IRD.
Short answers to common year-end questions.
Special-purpose reporting is commonly used by smaller private businesses to meet specified tax or user needs. NZ IFRS is the general-purpose framework for qualifying for-profit entities. PBE Standards are designed for qualifying public benefit entities such as many registered charities.
The correct framework depends on your legal and reporting obligations—not simply the entity label.
We do not provide the independent audit or review. We can prepare audit-ready financial statements and supporting workpapers, then work directly with your separately appointed auditor.
For a standard 31 March balance date, a return is generally due by 7 July without an extension of time. Clients with a valid tax-agent extension are generally due by 31 March of the following year.
Income-tax payment dates are separate. Terminal tax is generally due on 7 February, or 7 April where a valid extension applies. Different balance dates or circumstances can change these dates, so we confirm your timetable individually.
Individuals and sole traders generally use IR3, companies IR4, trusts and estates IR6, and partnerships or LTCs IR7. We confirm the correct return before work begins.
We assess the missing work first. If cleanup or catch-up accounting is needed, we explain the scope and give you a fixed quote before starting.