Annual Checklists

Before we undertake any accounting work for you, we are required under the rules of the NZ Institute of Chartered Accountants to have received the appropriate Checklist, completed and signed.

The following are the Checklists for the current financial year.

	2026 Business Checklist (326kb)
	2026 Trust Checklist (228kb)
	2026 Personal Checklist (180kb)

Terms of Engagement

As Chartered Accountants, we are required to have specific instructions given to us from you for each assignment. The following is an example of our Engagement Letter.

Engagement Letter (145kb)