Tax compliance

Tax compliance

From detailed return preparation to high-level review and risk management, our experts tailor ongoing tax compliance support to suit your needs and budget.

Our services include:

  • Tax return compliance, full preparation or review of client-prepared tax return before submitting to New Zealand's Inland Revenue (IRD).
  • Advice on provisional tax and terminal tax payments.
  • Pro-active notifications of tax due dates and assistance with tax calculations to ensure the correct amount is paid and no more.
  • Tax accounting support: Liaise with auditors, ensure correct calculations and disclosure of relevant tax balances.
  • Tax risk governance: Review, prepare or assist with tax risk governance policy or documentation, providing evidence of appropriate procedures for Inland Revenue in the event of an audit or investigation.
  • GST: Identify GST exposure and mitigate risks, comply with statutory requirements, advise the right system to manage GST for your business, and assist with complex GST issues, including change of use adjustments and appointment calculations.
  • Tax Review: External review of tax processes and systems, identifying issues and managing risk, while maximising tax efficiencies.
  • Health checks: Income Tax, GST, FBT, PAYE and international reporting requirements to ensure you meet tax obligations, and assistance with correcting any historic errors.
Services

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News

Budget 2025 500x500
22 May 2025

Budget 2025: Investment Boost is welcome news for Kiwi businesses

Minister of Finance, Nicola Willis, presented her second budget this afternoon.

David Searle, Audit, Mergers and Acquisitions, Managing Director at Baker Tilly Staples Rodway
20 May 2025

Hungry businesses will be looking for more than belt-tightening in Budget

Businesses like right-leaning governments. It’s no surprise that approval for the Government’s economic management has shot up since before the last election, when leaders’ approval ratings had plummeted almost to single figures in our Baker Tilly Staples Rodway polling.

Tax Freedom Day 500x500
16 May 2025

Tax Freedom Day 2025: Burden higher despite tax and spending cuts

A limp economy has brought little relief to New Zealanders despite a shift in tax brackets, according to this year’s Tax Freedom Day calculations.  Kiwis are set to spend 135 days paying tax this year, a day more than in 2024.

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15 May 2025

Pre-budget survey 2025: Businesses want action on tax, and more innovation

Our 2025 pre-budget survey has revealed a mixed business scorecard on the Government’s performance.  Business optimism ahead of this year’s Budget is markedly better than it was pre-election, but the overall report is "could do better".  

Tax talk not for profit 500x500
09 May 2025

Tax Talk: Proposal could lead to breaking point for small clubs and societies

Inland Revenue has released an exposure draft on not-for-profit (NFP) transactions – including a proposal that threatens the existence of some small clubs and societies across New Zealand…

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26 Mar 2025

Tax Talk | Tax changes and small business cashflow loans reminder

With 1 April fast approaching, there are several tax rate changes taking effect that you should be aware of.

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18 Mar 2025

Promising FIF proposal for US citizens moving to New Zealand

Are you a US citizen who recently migrated to New Zealand or are thinking of doing so?

Tax planning checklist 500x500
26 Feb 2025

Tax Talk | Here's your handy Tax Planning Checklist for 31 March 2025

With 31 March approaching, it is the ideal time to consider tax issues and also planning opportunities where available. Key matters are outlined below.

Tax changes 500x500
18 Feb 2025

Tax Talk: You need to know about these Inland Revenue changes

The Government and Inland Revenue have made a roaring start in 2025, having been busy with myriad tax policy announcements and documents towards the end of last year. Let’s touch on these in brief…

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16 Jan 2025

Will you pay bright-line tax on your property sale? Let’s take a look…

Many New Zealanders breathed a collective sigh of relief when the bright-line tax on residential property sales was reinstated to two years in July last year.

Crypto Tax 500x500
17 Dec 2024

Tax Talk: Are you subject to FIF rules? If so, changes are coming…

New Zealand’s foreign investment fund (FIF) rules have created much angst for Kiwis over the decades of their existence. These rules apply primarily to tax New Zealand tax residents who directly own shares, costing more than $50,000, in foreign companies (excluding Australian listed shares).

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09 Oct 2024

Tax talk: The latest guidance on how shares are taxed in New Zealand

Inland Revenue has released draft guidance on share investments and it’s a helpful reminder that capital gains are sometimes taxed in New Zealand.

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