Question 1

What documents do you need for a bank or immigration report?

Accepted Answer

Usually we need the accounting file, annual accounts or tax returns, bank statements, invoices, loan details, ownership information and the exact request or checklist from the bank or immigration adviser. We confirm the list before starting.

Question 2

How long does special purpose reporting take?

Accepted Answer

Timing depends on how complete the records are, the complexity of the business and the receiving organisation’s requirements. Sending the deadline and requested format at the start helps us plan the work.

Question 3

Can you certify or sign the report?

Accepted Answer

We can discuss the appropriate report format and what assurance or declaration is within scope. Any required certification, witnessing or legal declaration depends on the receiving organisation and the adviser’s authority.

Question 4

Can you help if my accounting records are not up to date?

Accepted Answer

Often, yes. We can identify the missing periods, prioritise the information needed and agree a catch-up plan. A report should be based on records that are complete enough to support the purpose.

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.

Special Purpose Reporting For Banks & Immigration Purposes

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10 questions you might be wondering.

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