Omnitude NZ

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Company Name (if relevant)

IRD Number (Personal or Company)

By ticking this box, I instruct you to prepare my business financial statements on a compilation basis for the 2026 financial year. I undertake to supply all records and information necessary to carry out this work and will be responsible for the accuracy and completeness of the records and information provided. I also accept responsibility for any failure by me to supply all relevant records and information and I understand that you will rely upon the information and records provided by me. I also instruct you to prepare my taxation returns for the 2026 year. I undertake to supply all information necessary to perform this work and will be responsible for the accuracy and completeness of such information. I understand that the financial statements and taxation returns are prepared for my own use and to determine my taxation liabilities. If this should change in any material respect, I will inform you immediately. I understand you will not accept any responsibility to any person, other than me for the contents of the financial statements. I also authorise you to act as my agent in dealing with all taxation matters with Inland Revenue.

Has the nature of your business changed in any way during the past 12 months? If yes, please provide brief details.

Attach documents for assets purchased (over 1k excl GST), HP, loan or lease agreements that are not in Xero

Up to 1 image or document files (1MB limit per file)

Attach documents for business expenses you paid for with personal funds.

Up to 1 image or document files (1MB limit per file)

If you have any NZ or overseas investments, please provide details.

Are you using a part of your home as office space?

Bank account 1 balance as at 31 March 2026

Bank account 2 balance as at 31 March 2026

Bank account 3 balance as at 31 March 2026

Credit Card balance as at 31 March 2026

Is there anything else you need to advise me to complte your end of year tax return?

Address

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hello@omnitude.co.nz
021 335 900

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