April 2026 Newsletter - Make it Clear

Free Hubdoc Training

• Is Your Business Healthy
• How To Make End of Year Easy

• Tradie Networking Evening
• 2027 Home Office Template
• Important Tax Dates

Hubdoc Training

We’re pleased to invite you to an upcoming free Hubdoc training session designed to help you simplify your paperwork, stay organised, and save time on your bookkeeping.

In this practical session, we’ll walk you through how to:

• Capture and store receipts, bills, and statements with ease

• Automate document collection from key suppliers and banks

• Improve accuracy and reduce manual data entry

• Use Hubdoc more effectively in your day to day processes

This training is open to all Xero users.

If you’re on a current Xero business plan (Ignite, Grow, Comprehensive, or Ultimate), Hubdoc is already included at no extra cost.

Training Details

Date: Tuesday 28th April

Time: 10am

Location: Online via Teams- a link will be sent once registered.

Cost: Free!

This session is ideal for anyone who wants to get more value from Hubdoc—whether you’re new to the platform or looking to refine how you use it.

We look forward to helping you streamline your processes and make paperwork easier.

Register your interest HERE

Is Your Business Healthy?

Running a business often feels fast, reactive, and relentless. Between managing a team, keeping customers happy, and making sure the money keeps flowing, most business owners are too busy doing the work to stop and check whether the business itself is actually healthy.

At Tael Business Advisors, we see this every day — great businesses struggling simply because they’ve never taken the time to pause, review, and get clarity.

That’s why we created the Business Health Check Workbook.

This is designed especially for trade and service‑based businesses who want clarity, direction, and practical next steps — without the jargon.

If you’ve ever felt like you’re constantly putting out fires or “guessing your way through business,” this tool will help you stop reacting and start leading.

Download your free Business Health Check Workbook

How to Make End of Year Easy (Without the Accounting Headache)

If End of Year makes you groan, you’re not alone.

For most trade and service-based business owners, it’s the same story every year:

• receipts everywhere
• missing invoices
• bank accounts that haven’t been coded in months
• and a mad scramble when we ask for information.

The good news? End of Year doesn’t have to be stressful.

In fact, with a few simple habits throughout the year, End of Year can become just another task — not a crisis.

We have a blog that explains how to manage your paperwork all year round so End of Year is fast, painless, and drama free.

Read Blog HERE

Tradie Networking Evening

We’re hosting our next Tradie Networking Evening on Thursday, 21 May, and we’d like to invite you to join us.

This is an after‑work event designed specifically for tradies. A chance to connect with others in the industry, strengthen your network, and hear from experienced industry professionals sharing practical, relevant insights.

Event details:

Date: Thursday, 21 May

Time: From 4.30pm

Location: TAEL Office

The evening will be informal but purposeful, with time to talk shop, ask questions, and make useful connections in a relaxed setting.

Pop it in your diary now and register below.

Register to attend HERE

2027 Home Office Template

What’s changing?

From this year onward, we are moving to a standardised home office template for all clients who claim home office expenses. This is a change from our previous process and is designed to make year end compliance simpler, more accurate, and more efficient for you.

Why complete it as you go?

We strongly recommend updating the template regularly rather than leaving it until year end. Completing it as the year progresses:

• Reduces the risk of missed or forgotten expenses

• Improves accuracy by recording actual usage and costs in real time

• Saves time and stress at year end

• Helps us finalise your accounts and tax return more efficiently

• Supports stronger documentation should the claim ever be queried

Clients who keep this information up to date typically find year end significantly quicker and smoother.

Source documents still required

Please note that completing the home office template does not replace the need for source documents.

You are still required to:

• Upload invoices, bills, and supporting documents to Xero Files during the year, or

• Provide all relevant source documents to us at year end

These documents are required to substantiate the figures included in the template and to ensure your home office claim meets IRD record keeping requirements.

What you need to do

• Start using the attached template now

• Update it regularly during the year

• Submit the completed template with your annual information after 31 March 2027

Download the 2027 Home Office template HERE

Important Tax Dates

The TAEL 2026 Tax Calendars are available to download from our website here or you can collect one from the office.

Upcoming Tax Dates:

7 May 2026

• Final instalment of 2026 Provisional Tax is due for payment (non-GST registered, 2 Monthly GST & 6 Monthly GST)
• 2 Monthly GST Return Filing and Payment date (Period Feb & Mar)
• 6 Monthly GST Return Filing and Payment date (Period Oct to March)

28 August 2026

• The 1st Instalment of 2027 Provisional Tax is due for payment to the IRD
• 2 Monthly GST Return Filing and Payment date (Period June & July)

If you have any questions or concerns for us, please don’t hesitate to get in touch with us.

From

THE TAEL TEAM

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