All New Zealand Charities are required to file annual returns with Charities Services within six months of balance date.

For tier 4 charities (i.e. small charities with under $140,000 in annual operating payments and no public accountability), I can create the full legally compliant financial statements for you to attach to your annual return. These are prepared on a cash basis. 

If you need this, I can even file the annual return on your behalf, This will involve some data collection from you - I can assist you with this. 

For tier 3 charities (i.e. charities with under $2 million in annual operating expenses and no public accountability), I can create a draft of full legally compliant financial statements on an accrual basis for you to take to your accountant and then auditor. If you don't need an audit, I can liaise with your accountant to ensure that these are completed and upload the annual return to Charities Services on your behalf. If you require an annual audit, I can liaise with your accountant and then the auditor on your behalf to ensure that your financial systems are up to the standard required, and work with you to make any changes to the bookkeeping and accounting systems you need to make.

I can include these services along with day to day bookkeeping and payroll to give you certainty that what you are doing is exactly what you are meant to be doing. 

For small businesses, I can assist you with drafting annual financial statements which you can take to your accountant for finalising and assist you to determine how much your tax bill will be.