Folder Template

Storing your records electronically is the best option these days. We recommend that you organise your electronic folders so that under each tax year, you have the following sub-folders:

1 Personal Details

2 Donations

3 Bank Statements

4 Invoices paid via Bank

5 Invoices paid Personally

6 Loan Statements

7 Legal Documents

8 Property Manager Rent Statements

9 Chattels & Mileage

Here is a link to a template of the above folders.


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End of Year Tax Return Forms

The end of the 2021 tax year was on 31 March 2021 so you can now send your information to us. Here's our list of information required along with some extra forms you might need: Folder Template Inform

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PO Box 11264

Ellerslie, Auckland 1542

Physical Address

642 Great South Road

Ellerslie, Auckland 1542

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Thorne Accountng Tax Review

If you have another accountant but just want a second opinion, we can review your financial statements, tax returns and your tax structure to make sures it's tax efficient.

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