Flexible, Personal Accounting Services

Call us for your first free 15 minute consultation

Phone 09 4763474

SERVICES

Annual Accounts

The production of annual financial reports is a necessary tool to be able to comply and file returns under our tax laws. Is also allows you to see how your business is doing financially and what your current obligations are. Do you want to be in control and have a clear picture of your business for planning or funding purposes? We can give you a clear picture of where your business stands and where it’s going. We can provide you with the following reports on a monthly, quarterly or annual basis:

  • Statement of Financial Performance
  • Statement of Financial Position
  • Statement of Movements In Equity
  • Statement of Movements in Shareholders Current Accounts
  • Depreciation Schedule
  • Rental Statements

We can also produce cash flow forecasts and prepare budgets and carry out budget control. We can analyse different aspects of your business and provide you with information you can act on. You will be more in control of your business than ever before and will be able to realise its full potential.

Business Taxation Services

We can take care of all of your tax planning and liaise with the Inland Revenue on your behalf. Our services cover the following:

  • Income Tax Returns
  • GST Returns
  • FBT Returns
  • PAYE Returns
  • IRD Correspondence
  • IRD Repayment Arrangements
  • Provisional Tax Calculations and Reminders
  • Terminal Tax Reminders
  • Tax Refund Applications
  • Rebate Returns
  • Taxation Advice and Planning

 

GST Returns

Having a professional prepare your GST returns ensures the following:

  • You will have less paperwork to deal with which means you will have more time to grow your business.
  • You can be confident that your GST return will be professionally completed and on time. 
  • We will have the opportunity to be more involved in your business during the year which gives us the chance to monitor your performance and assist with income tax predictions

FBT Returns

Fringe benefit tax (FBT) is a tax on benefits that employees receive as a result of their employment, including those benefits provided through someone other than an employer.

The four main groups of fringe benefits are:

  • motor vehicles
  • low-interest loans
  • free, subsidised or discounted goods and services
  • employer contributions to sick, accident or death benefit funds, superannuation schemes and specified insurance policies.

Gifts, prizes and other goods are fringe benefits. If you pay for your employees' entertainment or private telecommunications use, these benefits may also be liable for fringe benefit tax.

We can advise you on whether FBT is payable for your business and prepare the necessary FBT return.

Preparation of Payroll & PAYE Returns

We can sign you up for an online payroll system. This can be run by Atane ensuring that your wages information is kept confidential or we can train someone in your business to process the wages. By using a payroll service you can be confident that all employment law is adhered to. We currently use ipayroll for processing wages for our clients. You can view their website at http://www.ipayroll.co.nz.

Personal Taxation Services

We can take care of all of your tax planning and liaise with the Inland Revenue on your behalf. Our services cover the following:

  • Income Tax Returns
  • IRD Correspondence
  • IRD Repayment Arrangements
  • Provisional Tax Calculations and Reminders
  • Terminal Tax Reminders
  • Tax Refund Applications
  • Rebate Returns
  • Taxation Advice and Planning

Family Trust Services

The purpose of many family trusts is to offer protection for assets and investments. A Family Trust must be effectively managed to ensure that they protect your assets against risk. We can offer our services as follows:

  • Financial statements
  • Tax returns
  • GST Returns
  • Annual gifting documents
  • Preparation of Trust Resolutions
  • Maintenance of the trust file

Bookkeeping

Just provide us with the paperwork, and we can process this on or off site. In return you’ll get the time you need to run and grow your business. Let us take care of any or all of the following:

  • Day-to-day bookkeeping
  • Bank reconciliations
  • GST returns

We can advise you on the best accounting system for your business. That might involve sophisticated accounting software, but if we believe paper-based cashbooks are going to suit you best then that’s what we’ll advise you to use. We can set up the most appropriate system and train you or your staff to use it properly.

Company Compliance

  • Annual Filing of Company Return with the Companies Office
  • Update of any changes to Company details

Company Formations

If you are starting out in business or looking at purchasing a rental property we will look at setting up the best structure for your circumstances. If setting up a company is the best option for you we will provide the following services.

  • Reservation of your company name
  • Registration of your company name with the Companies Office
  • Incorporation of your company with the Companies Office
  • Application to the IRD for an IRD number
  • GST registration with the IRD

Training

We can provide you with the necessary training to make your business run more efficiently. We can come in to your office or home and review your processes and make recommendations for improvements. We can help assist you to reduce your Accounting costs with us by getting your processes and paperwork in good order to begin with.

Accounting Software Training

Xero

Xero is a popular and affordable accounting package for businesses. With Xero you can work anywhere and share access to your numbers with your team and your Accountant in real time. Xero allows you to create professional invoices and reconciling your bank is easy. You can choose to get the professionals at Atane to process all of your accounting information on your behalf or we can train you to use Xero yourself.
We also use and provide training in the following accounting packages:

MYOB

SQL Ledger

Saasu