Micro Accounting & Tax Limited - Chartered Accountants
Principal: Matthew Blair - Chartered Accountant - CAANZ Cert of Public Practice - Registered Tax Agent
Miramar, Wellington 6022, New Zealand
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A professional one-on-one New Zealand tax compliance service specialising in freelancers, contractors and individual's tax compliance including expertise in foreign income & investments, dual residence and related tax technicalities. Partnering exclusively with these NZ app/outsource providers:
More about me on LinkedIn. Contact me anytime for a free/no-obligation chat.
matt@microtax.co.nz +64 4 8892027
Monthly fixed fees* including Income Tax and GST filing, provisional tax mgmt, online custom tax calc's, forecasting, invoicing & receipt storage (as req'd):
Freelancer / Consultant
Freelancer / Consultant
from $99
ie. Multi/variable clients. Equiv to 0.8% on $150k. Disc' rates below.
Fixed Contractor
Fixed Contractor
from $88
ie. Single/recurring client(s). Equiv to 0.7% on $150k. Disc' rates below.
Add a Xero / Prosaic plan to any package. Prices here or Xero Cashbook ($19) / Xero Ledger or Prosaic ($9)
W/h Tax Contractor
W/h Tax Contractor
from $77
ie. Nil provisional tax nor invoicing req'd. Equiv to 0.6% on $150k. Disc' rates below.
Rental / BnB
Rental / BnB
from $66 / $55
ie. 1st property / 2nd or <$30k rent pa. Add'l properties at second rate.
All prices are ex-GST. Discount rates: -$11 for each of: non-GST reg'd / <$120k / <$60k / <$30k / & <$10k income / 2nd fee category per individual (sub' to min rate below).
All prices are ex-GST. Discount rates: -$11 for each of: non-GST reg'd / <$120k / <$60k / <$30k / & <$10k income / 2nd fee category per individual (sub' to min rate below).
File your own GST / all returns options available on all above plans re specific scenarios. ie. Templates, support and checks provided. Next 1-2 discount step rate(s) apply.
File your own GST / all returns options available on all above plans re specific scenarios. ie. Templates, support and checks provided. Next 1-2 discount step rate(s) apply.
Trading / Group Biz
Trading / Group Biz
from $133
ie. Small owner/operator biz or multi-investor entity. Disc' rate above also applies for each of <$120k inc / <$10k stock / nil employees.
Min Rate: Incl'g Non-Active Period / Entity, Passive, Share Scheme or Foreign Pension Income, Overseas Div's, FIFs^, Crypto^ or Bank Accounts.
Min Rate: Incl'g Non-Active Period / Entity, Passive, Share Scheme or Foreign Pension Income, Overseas Div's, FIFs^, Crypto^ or Bank Accounts.
from $33 +$22 per each add'l income type
All packages include:
- SETUP & ONGOING ASSISTANCE via phone, email, text or video call
- TAX AGENCY extension of filing due dates and liaising with IRD & ACC re all matters on your behalf
- ANNUAL ACCOUNTS preparation incl'g Companies Act & Trust Law requirements (as applicable)
- DRAFTING and FILING all agreed tax type returns on your behalf (after your e-sign approval of each/all)
- TAX PAYMENT REMINDERS & planner
- PROACTIVE advice re relevant new tax/compliance risks & law changes
- Not Included: IRD audit compliance. Refer option below
* Monthly fixed fee plans apply per the number of months with applicable income earned. Multiple months may be billed as a single fee re past or transitional period scenarios. Min' of 6 mths equiv fee applies per tax year return(s) filed. Other fees and adjs also apply as listed below.
Other additional fixed fee rates & adjustments: (all amounts are p/mth & excl'g GST)
Add-ons from +$29 p/mth each:
Add-ons from +$19 p/mth each:
Add-ons from +$9 p/mth each:
** Note: For more than two Stakeholders, Non-Tax Rptg, Limited P'ships, O'seas Income/Trustees etc = POANo-Risk IRD Audit Cover Option - TBC from +5% of base fee per mth (excl'g Xero subs)All other Advisory & Compliance Work (incl'g IRD audits) not otherwise agreed: from $149 p/hr
Add-ons from +$29 p/mth each:
- Entity Structure: Trust ** incl'g first beneficiary + $19 per additional (active)
- GST: 2 Monthly Filing period (rather than default 6 monthly)
- Provisional Tax Option: Using AIM prov tax system (2 mthly GST & Xero req'd as well)
- Bookkeeping: ie. Day-to-Day Bookkeeping / Posting (after free training period)
- Mgmt Meetings/Special Reporting: per extra scheduled annual Mgmt, Budget or Review reports/mtg's
Add-ons from +$19 p/mth each:
- Entity Structure: Company / Partnership ** incl'g first s'holder/partner + $19 per additional (active)
- Other Income: Passive International / FIF liable holdings (^ up to 10 or spreadsheet portfolio mgr reports prov'd)
- Other Income: Cryptocurrencies, precious metals or other actively traded assets (^ up to 100 trades w' trans rpts provided)
- Reconciliation / re-cutting: For foreign jurisdiction accountant / different tax period reporting requirements
- Motor Vehicle: FBT payable scenarios (per vehicle)
- Other Tax Types: ie. FBT (other than vehicles as mentioned), RWT, NRWT or AIL etc
Add-ons from +$9 p/mth each:
- Other Income: Passive International / FIF liable holdings (up to 5)
- Other Income: Cryptocurrencies, precious metals or other actively traded assets (up to 5 trades)
- Motor Vehicle: Actual Costs/Nil FBT methods (per vehicle)
- Employees: Per employee IF you need annual check/rec or assistance with filing. I recommend Thankyoupayroll.co.nz for PAYE compliance
- Prior Periods IRD Debt (ie. Added current period compliance issues are created re outstanding prior period debts, incl'g accumulating penalties and interest charges)
** Note: For more than two Stakeholders, Non-Tax Rptg, Limited P'ships, O'seas Income/Trustees etc = POANo-Risk IRD Audit Cover Option - TBC from +5% of base fee per mth (excl'g Xero subs)All other Advisory & Compliance Work (incl'g IRD audits) not otherwise agreed: from $149 p/hr
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