2024 Annual Accounts Questionnaires

With it being a new financial year, it is time to wrap up your records from last financial year (1 April 2023 to 31 March 2024) by providing all required records to us to compete your 2024 annuals accounts and tax returns.

Please take the time to read through the questions and worksheets that are relevant for both your personal and business accounts. They are an important part of the year-end process and help you:

• Identify and provide the additional information we need to prepare your accounts;

• Minimise the queries from us during the preparation of your accounts;

• Reduce the time taken by us to complete your annual accounts and tax returns; and

• Speed up the confirmation of your tax position for the next 12 months.
  

To download the relevant questionnaires that apply to your business and personal situation, click on the appropriate icons below which will open a PDF on your computer, please save this file. Once completed, please email your questionnaire and any supporting documents to the team at accounts@driveaccounting.co.nz.

If you require assistance downloading or with any questions, please call the team on 03 443 1238.