Tax Return Disclaimers, Financial Accounts, Company and Trust Minutes

A reminder to please sign and return all documents required in a timely manner. Please double check over signing to ensure all pages where indicated are completed with the mandatory signatures. This ensures prompt filing of your tax returns with IRD, and holding of correct records for you and your business.

Documents that require signatures are:

  • Tax Return Disclaimers – Your return can not be filed until we have these signed and returned
  • Trust Financial Statements – Both the pages Balance Sheet and Trust Minutes require signing
  • Company Financial Statements – The pages Annual Report, Balance Sheet, Directors Resolutions and Shareholders Resolutions require signing
  • IRD Authority to Act – As a new Individual, Partnership, Company, Trust or Estate we cannot operate or progress your accounts until we have written Authority
  • Engagement Letter – Your contract within our firm, and understanding between us and you
  • Banklink – Authority to access Banklink Account