PERSONAL OR SOLE TRADER AUTHORISATION
cannot be used
for a trust, a company or a partnership.
Now, we need to warn you beforehand, that
filling in this form will be time-consuming and somewhat complex
! Why so many questions? Blame NZ's
AML/CFT Phase 2
laws. Sorry, out of our control, we all just have to comply!
Save & Return
Use an account so you can complete this form in more than one sitting.
Here are our suggestions to help you complete this:
Scan the form
you start to fill it in, to make sure you have all the documents at hand.
Remember that there IS a Save function on this form; you can complete it in more than one sitting
The form will not timeout
Make sure you have put something in every box with a red asterisk
If you are unsure of something, please
BEFORE you start on the form
You will be sent a separate self-verify link for identity documents
I want to upload some now
This is for something else e.g. new address, change of legal name etc.
Authorisation, Details and Terms & Conditions
I the undersigned, hereby
authorise EpsomTax.com Limited and/or Property Accountants Auckland Limited, staff and authorised contractors (“The Agency”) to obtain our information from Inland Revenue through all channels
authorise The Agency to act for me for ALL tax types
authorise The Agency to exercise this authority until such time as I terminate this authority in writing
acknowledge and accept that linking to The Agency allows The Agency to have full access to information held by Inland Revenue and ability to modify my details relating to the tax type/s that I am linked for
direct that correspondence for GST shall be directed to me, and all other correspondence to be directed to The Agency, unless The Agency is preparing and filing my GST returns
authorise The Agency to prepare, submit and sign tax returns on my behalf
I confirm that
I have provided The Agency with all relevant details as requested. I instruct The Agency to prepare financial statements and tax returns on a Special Purpose reporting basis to comply only with the requirements of the Income Tax Act. I understand that the financial statements should not be relied on for any other purpose.
The Agency’s account will be paid by the due dates on the invoices raised, as specified in the Terms and Conditions published on this website and referred to below.
I accept responsibility for all other records and information supplied to The Agency other than those listed above. I also accept responsibility for any failure by me to supply all relevant records and information to The Agency. Cash flow projections and notes prepared by The Agency will carry the Accountant’s disclaimer of liability.
The Agency is also authorised to communicate with the Inland Revenue Department, other Government departments, bankers, solicitors, finance companies and any other third party to obtain such information as The Agency may require in order to carry out the above.
I authorise Tax Management New Zealand Limited (“TMNZ”) and Reckon New Zealand Limited (“APS”) via The Agency to access relevant tax information from Inland Revenue in respect of my tax obligations and taxpayer account details.
I may have to pay tax/ACC on the 7th of April and such other months as provisional tax may fall due, and that if I have not been advised of such payments by The Agency beforehand, it will be my responsibility to contact The Agency or the Inland Revenue Department to ascertain if tax is payable. I also accept that The Agency will make every effort to accurately advise me of my tax liabilities, but that due to the possibility of human error, I will ultimately bear responsibility for paying the correct amounts to Inland Revenue.
I give consent for my address and identity to be verified using a third party agency or with the document issuer◊
I understand that EpsomTax.com group uses the services of various cloud providers, including but not limited to: Xero & CCH iFirm (accounting/tax prep software), Microsoft365 (email, calendar, storage), Google Drive (storage), Sync.com (storage), Formsite & Survey Monkey (client communication), Attainz, GoDaddy, FreeParking, Weebly & Wordpress (website, domain name services). I understand that continued use of the services of EpsomTax.com group will be deemed authorisation to continue using these services in respect of my information.
I have read and accept the Refund Policy
to see our Refund Policy