Specialist in Online Chartered Accounting Services for
: 
 
Wellington NZ Film Industry & City Contractors 
 
... including their related other tax compliance per companies, trusts, employment, rental, investments & non-resident requirements. 

Providing a professional 
NZ tax compliance service,
 via
 100% cloud based
 
tools incl'g
.   
Find more about my background on LinkedIn.   
Please don't hesitate to contact me for a free, no obligation chat re your tax compliance needs.
     
      email:   matt@microtax.co.nz          skype:   matthewblair 
        
        landline:   +64 4 889 2027          mobile:   +64 27 4707800 
     
    Fixed Fee Packages (all $ excl'g GST):  

     
    >  Freelancer / Consultant  from > $125 p/m 
          Incl'g Xero Starter (worth $27.50) & Receipt Bank sub'n (worth $19.95)    
          Or $149 incl'g Xero Standard plan (worth $55)
          (ie. Multiple and/or overseas clients per year; diverse expenses etc)
          Custom Google Drive tax calc's & forecast templates incl'd 
          Discount rate for non-GST & <$60k inc: $75 p/m plus Xero sub'n (if req'd) 

    >  Contractor (typical)  from > $75 p/m incl'g Receipt Bank sub'n (worth $19.95) 
          (ie. Single NZ client at a time & basic exps. Requiring invoicing)
          Custom Google Drive tax calc's & forecast + Invoicing templates incl'd.
          Discount rate for non-GST & <$60k inc: $59 p/m  
     
    >  Contractor (w/h tax & non-invoicing)  from > $59 p/m incl'g Receipt Bank sub'n (worth $19.95) 
          (ie. Schedular w/h tax deducted, reconcilable with IRD reports)
          Custom Google Drive tax calc's & forecast template included
          Discount rate for non-GST & <$60k inc: $49 p/m    




    Packages include: 

    • RECEIPT BANK sub'n plus GOOGLE APPS accounts template or XERO (additional per plan req'd) 
      • (including initial training & bookkeeping setup, regular reviews & guidance)
    • NO SETUP CHARGES
    • TAX AGENCY LINKING *
      • (Including extension of filing deadlines, liasing with IRD & ACC as required re all balances, transfers & dues). 
    • Preparation of ANNUAL ACCOUNTS for Companies/Trusts per Companies Act & Trust Law requirements
    • E-FILING of Income Tax, GST and other relevant tax types * (refer additional charges below).
    • TAX PAYMENTS reminders & planner *
    • SUPPORT via Phone / Email / Skype / Google Hangouts
    • PROACTIVE advice re relevant new tax/compliance risks & law changes
    • Not Included: IRD Audit compliance.  Refer options below
    * These items not included if you wish to file your own tax returns and just want advisory, review and calculation advice using my templates etc.   


    Discount & Other Income Charges:   (all $ p/mth & excl'g GST)

    • Trading Business  from > $125 p/m incl'g Receipt Bank sub'n
      • (ie. Goods or services trading etc).  Xero subs add'l per plan req'd
      • Discount rate for non-GST & <$60k inc: $95 p/m plus Xero sub'n req'd 
    • Investment/Rental Income  from > $49 p/m incl'g Receipt Bank sub'n.
      • (ie. Passive earnings only).  Xero subs add'l per plan req'd
      • Re Residential Rentals - incl's first property.  Additional properties > 
        + $35 p/m   
      • Other investment/portfolio types = $POA   
    •  Under $25k pa Business  from > 
      $39 p/m 
      incl'g Receipt Bank sub'n
      • (ie. Sole trader & non-GST registered.  Other structures & Xero subs add'l)
      • Custom Google Drive tax calc's & forecast +$5 for Invoicing template (if req'd)
    • Non-Active Entity  from > 
      $29 p/m 
      incl'g Xero basic ledger sub'n
      • (ie. Nil taxable trust owning family home and non-active companies etc)     

    General Charges & Adjustments:   (all $ p/mth & excl'g GST)

    • Included  Sole Trader Accounts.  Added Fees for Company (SME Reporting), Partnership or Trust (Special Reporting) Annual Accounts, Resolutions & Compliance 
      • +$15
          Per Entity
      • +$15  Second or additional shareholder/partner/beneficiary personal returns
      • POA  Limited Partnerships, Overseas Income/Trustees etc
    • Included
        6 Monthly GST Reviews/Filing (Excl'g Landlords & Non-Active)
      • +$25
          2 Monthly Filing Period
    • Included
        Annual Reporting
      • +$25
          Mid-Year Business Review & Mgmt Reports
      • +$95  2 Monthly Review & Mgmt Reporting
    • Employees: $5 p/payrun assistance +$5 p/PAYE filing per employee p/mth per level of assistance required (+ Xero plan upgrade cost if applicable)
    • Business Vehicle Methods: Included: Mileage Rate; +$7.50 Actual Costs/Nil FBT; +$15 FBT Payable p/vehicle p/mth
    • Other Tax Types: FBT (other than vehicle), RWT, NRWT or AIL compliance from +$15 per item p/mth
    • PTS & Part-Year Non-Res Returns from $150 p/return
    • $125 p/hr  Other one-off or IRD Audit related compliance 
      • IRD Audit Cover from +5% added fee (Confirmed POA) 
        • ie. added to existing fee per mth (excl'g Xero subs component) 
    • $175 p/hr  Advisory & Planning related services


    Note:  Monthly fixed fee plans may include an additional one-off charge re past period transactions.  Monthly fixed fees represent charge re current month activities requiring related compliance now or in future.   Any fee adjustments will be considered on this basis.
     
     

    Have a Question? Contact Matt here: