Micro Accounting & Tax Limited
(ie. M.A.T. Ltd 😉) Matthew Blair - BCA BA (Econ) - Member of ATAINZ & Registered Tax Agent
Miramar, Wellington 6022, New Zealand
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Professional one-on-one New Zealand tax compliance service specialising in freelancers, contractors and individuals incl'g expertise in foreign investments, pensions and related issues. See my profile on LinkedIn and contact me anytime with no-obligations.
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. Disc' rates below. (Equiv to a 0.8% fee on $150k)
Fixed Contractor
Fixed Contractor
from $88
ie. Single recurring client. Disc' rates below. (Equiv to a 0.7% fee on $150k)
Add a Xero plan to any package. Prices here OR Cashbook software with bankfeed ($19) OR Xero Ledger plan without bankfeed ($9)
W/h Tax Contractor
W/h Tax Contractor
from $77
ie. Nil prov'l tax / no invoicing req'd. Disc' rates below. (Equiv to a 0.6% fee on $150k)
Rental / BnB
Rental / BnB
from $66
Or $55 if add'n to other plan (same IRD#) or 2nd prop'y. Or $44/$33 for <$40k/<$10k rent pa.
All prices are ex-GST. Discount rates: -$11 for each of: non-GST reg'd / <$120k / <$80k / <$40k / & <$10k income
All prices are ex-GST. Discount rates: -$11 for each of: non-GST reg'd / <$120k / <$80k / <$40k / & <$10k income
Trading Business
Trading Business
from $132
ie. Small owner-operator business. Disc' rate above also applies for each of <$10k stock / nil employees
Minimum Rate
Minimum Rate
from $33
from $33
Incl'g Non-Active Period/Entity; Passive, Share Scheme or Foreign Pension Income; Overseas Div's, FIFs^, Crypto^ or >$50k O/s Bank A/c's. +$22 per add'l income types +$11 if prov'l tax.
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:
- 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 / Trust / Partnership added compliance ** incl'g first s'holder/bene'y/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 breakdown - Multiple income sources
- 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)
- Charity: Annual Charities Services compliance
- Reconciliation / re-cutting: For foreign jurisdiction accountant / different tax period breakdown - Single income source
- 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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