For those clients who just want
compliance taken care of
From $185 + GST per month
For those clients who want to
build financial awareness
From  $295 + GST per month
For those clients serious about
growing their business
From $525 + GST per month
From $55 + GST per month**
*Additional properties $15+gst per month extra
*Company /Tax Structures From $65+ GST per month

2018 financial statements questionnaires

Please select the relevant questionnaires from each of the links below.  You can fill these forms in online, add a digital signature if you wish, then save it as a pdf file and email it back to us, along with the relevant supporting documentation.  No printing and posting required.  This also means that you have a copy for your records.

Alternatively, you can fill it in online, print it, sign it and send it back to us with your supporting documentation by either email or post.

Please ensure that you complete a questionnaire for each of your entities, e.g. one for your Company and/or Trust, and one for each of the individuals.

If there is anything that is not applicable to you or your business, just write "N/A" for "Not Applicable" alongside the item.

The time that you spend collating your records will minimise delays in the completion of your Financial Statements and Tax Returns.

When you are ready, please contact us to arrange a meeting or simply forward your accounting records and completed questionnaire.


2018 Companies, Sole Traders and Partnerships Questionnaire.pdf

2018 Trusts Questionnaire.pdf

2018 Rental Properties Questionnaire.pdf

2018 Individual Questionnaire.pdf

2018 Working For Families Tax Credits Questionnaire.pdf