Annual Checklists
Before we undertake any accounting work for you, we are required under the rules of the NZ Institute of Chartered Accountants to have you complete a Check List and instructions signed by you. The following are our main Check Lists for the March 2009 tax.
 | Business Check List (337kb) |
| Personal Check List (213kb) |
| Trust Check List (193kb) |
| Special Purpose Trust Check List (191kb) |
Terms of Engagement
As Chartered Accountants, we are required to have specific instructions given to us from you for each assignment. The following is an example of our most used Engagement Letter.
| Engagement Letter (284kb) |
