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Menu
Who We Work With
Start-Up
Small Business
Rental Property
Services
Tax & Accounting
Business improvement
About
FAQ
What Our Customers Say
Infobase
Calculators
GST Calculator
Income Tax Calculator
Hourly Rate Calculator
Percent Discount Calculator
Contact
Existing Client – New Activity
About the new Activity
What is the new activity
Business
Rental
Brief description of what the business does?
What industry does the business belong to?
Agriculture, Forestry and Fishing
Mining
Manufacturing
Electricity, Gas, Water and Waste Services
Construction
Wholesale Trade
Retail Trade
Accommodation and Food Services
Transport, Postal and Warehousing
Information Media and Telecommunications
Financial and Insurance Services
Rental, Hiring and Real Estate Services
Professional, Scientific and Technical Services
Administrative and Support Services
Public Administration and Safety
Education and Training
Health Care and Social Assistance
Arts and Recreation Services
Other Services
What is your communication preference?
Email
Phone call
In person (Napier office)
Video call (e.g. Zoom)
Post
Pick as many options as you like.
Owner 1 Contact Details (Primary Contact)
Name
First
Middle
Last
Residential Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
IRD Number
Phone Number
Email
Accounting Details
First Year Accounts Required
Yes
No
Accounting Service
Annual
Monthly
Quarterly
PAYE Registered
Yes
No
GST Registered
Yes
No
GST Filing Frequency
Monthly
2 Monthly
6 Monthly
Basis
Invoice
Payments
Who prepares GST?
Client
Kiwitax
Annual turnover
$0 – $60K
$60K – $120K
$120K – $250K
$250K – $500K
$500K – $1M
$1M+
Annual turnover notes
Number of rental properties?
Number of rental properties notes
How will they present records?
Paper documents
Cashbook
MYOB Essentials (Starter, Standard, Premium)
MYOB Connected Ledger (Practice, Offsite)
Xero (Starter, Standard, Premium)
Xero (Non-GST, GST Cashbooks)
Spreadsheet – own template
Spreadsheet – Kiwitax Template
Other
Record keeping notes
Software subscription
New subscription required
Has an existing subscription
Software subscription notes
Less than 20 transaction per month?
Yes
No
Trading less than 6 months?
Yes
No
Withholding tax considerations
Yes
No
IR330C / Labour hire arrangement
Provisional tax check
Yes – 2 checks per year
Yes – 3 checks per year
No
AIM
Yes
No
FBT Registered?
Yes
No
Do we need to send a chattels/intro of assets list?
Yes
No
If first year
Administration
Payment option
Monthly
Credit account
Invoice in welcome pack
GST Returns Quote
Upload quote
Drop files here or
Select files
Max. file size: 100 MB.
Team Member
Bank Link Set-up
Sales Advisor
Jess
Accountant
Not required
Annual accounts scheduled start date?
DD slash MM slash YYYY
How did they find Kiwitax?
Centre of Influence
Client referral
Events
Existing Client New Activity
Facebook
Premises & Signage
Website / Google
Sales Person
Notes
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