Client Checklists
Let's keep it simple. We’ve prepared a range of checklists outlining the information and documents we’ll need from you.
Client Checklists
Simply download the checklist relevant to your situation and use it as a guide to review what we require, sign it, and include it with your records.
- 2026 Business Checklist
- 2026 Individual Checklist
- 2026 Trust Checklist
- 2026 Rental Checklist
- 2026 Mixed Asset Checklist
- 2026 Tax Residency Checklist
If you need any help or have any queries, please contact the team.
Our Latest Insights
A Proactive Approach to Tax Risk Management
In an environment of increasing legislative complexity and heightened Inland Revenue scrutiny, proactive tax risk management is a strategic necessity, not just a compliance exercise.
Tax Alert - Andersen's FBT Update
New Fringe Benefit Tax changes from April 2026 simplify compliance, reduce administrative burden, and offer greater flexibility. Here’s what New Zealand employers need to know and consider when reviewing their FBT approach.
Pre 2026 Year-end Tax Call-Outs
As the 2026 financial year draws to a close, now is the time for New Zealand businesses to review key tax matters. From bad debts and ICA balances to FBT and KiwiSaver changes, proactive planning can help avoid surprises.
We are growing
Andersen announces the acquisition of David Han & Associates, strengthening its expertise and service offering through aligned values, expanded capability, and a shared commitment to trusted, personalised client relationships.