Question 1

What documents do you need for annual accounts?

Accepted Answer

We typically need reconciled bank and credit-card accounts, the accounting file, asset and loan information, GST and payroll details, invoices for major items and year-end adjustments. Keep the supporting records for at least 7 years.

Question 2

How long does it take to prepare annual accounts?

Accepted Answer

Timing depends on the quality of the records, the complexity of the business and whether questions need to be resolved. We agree the information and timing at the start.

Question 3

Do annual accounts include the company tax return?

Accepted Answer

They are closely connected but are separate pieces of work. We can coordinate the accounts and company return so the figures and explanations line up.

Question 4

Can you explain the annual accounts to me?

Accepted Answer

Yes. We walk through the important numbers, explain what changed and identify anything that deserves attention before the next year-end.

Question 5

Can you work with clients anywhere in New Zealand?

Accepted Answer

Yes. Tāmaki Advisory supports clients across Aotearoa New Zealand through online meetings, cloud accounting and clear digital workflows.

Question 6

What records do you need to get started?

Accepted Answer

Send the latest accounts, return, notice, checklist or accounting-file access you have. We will confirm the specific records needed and call out any gaps early.

Question 7

Can you help if my records are behind?

Accepted Answer

Yes. We start with the deadlines and the information that matters most, then agree a catch-up plan instead of asking you to make everything perfect first.

Question 8

Do I need to change accounting software?

Accepted Answer

Not necessarily. We can work with your current system where it is suitable, or explain what would make a change worthwhile before you commit to it.

Question 9

What happens after I make an enquiry?

Accepted Answer

We begin with a short conversation about the request, the timing and what you want sorted. We then explain the likely scope and next step before ongoing work is agreed.

Question 10

Can you communicate with Inland Revenue for me?

Accepted Answer

Where the appropriate authority is in place, we can help review notices, prepare information and communicate about the matter while keeping you informed.

Annual Accounts

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10 questions you might be wondering.

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