RESOURCES
WBB Checklists
Thanks for visiting our website to download one of our end of year checklists. The checklists may look daunting, but they are really very straight forward. If you are unsure about any of the questions, then please do give us a call and we can talk you through them.
If you are not already set up in our client portal, please give this some consideration. It is an easy and secure way to send a copy of your MYOB file or other information to us. Please call Jo Mason on (09) 486 7020 if you would like to discuss how this works and she can then set you up. It really is very easy.
2025 Checklists
- 2025 Business Checklist
- 2025 Individual Checklist
- 2025 NZ Tax Residency Checklist
- 2025 Mixed Use Checklist
- 2025 Rental Checklist
- 2025 Trust Checklist
2024 Questionnaires
2023 Questionnaires
- 2023 Business Questionnaire
- 2023 Individual Questionnaire
- 2023 NZ Tax Residency Questionnaire
- 2023 Mixed Use Holiday Home Boat Plane Questionnaire
- 2023 Rental Questionnaire
- 2023 Trust Questionnaire
- 2023 Business Questionnaire - June Balance Date
- 2023 Business Questionnaire - December Balance Date