Unlock Financial Success: Join Our June Training Sessions

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• June Training
• New Team Members
• Business Health Check Meetings
• Google Reviews
• IR3 Return Filing
• Important Tax dates

June training

We are delivering 2 training sessions during June.

First training will be providing guidance on how to collect and provide us with Home Office information when we complete the yearly accounts. We understand this can be a bit of a headache for you and so want to provide best tips on how to collect the information and how best to provide it to us. This training will be held Tuesday June 18th at 10am.

Our second training for June will be on how to interpret your management reports. If we complete your GST returns, or we provide management reports either monthly, 2 monthly or quarterly, we will show you how to best read and interpret these accounts so you can use the valuable data to better understand your business and grow. This training will be delivered Tuesday June 25th at 10am.

Attend just one or both, these trainings are designed for you in mind. Both training sessions will be delivered online and, in the office, when registering please indicate how you would like to attend.

Please register below to attend.

Register for the Home Office Training

Register for the Management Reports Training

Please Welcome our New Team Members

We are very excited to introduce two new faces to the TAEL team.

Donna and Kristen join the team and bring a wealth of experience and knowledge.

Donna is our new Team Co-ordinator. She will be reviewing and chasing up any information we need to complete your annual accounts. She will support the accounting staff with queries and supporting documents.

"I’m Donna and I live in Laingholm with my three adult children.  We live up on the ridgeline and have wonderful views of the Nihotupu Dam and the Manukau Harbour.
I love hanging out with my family and friends and enjoy walking at the beach and the beautiful locations we have in West Auckland.  In my spare time I love to read, try new recipes and gardening.  Life is busy and no two days are ever the same."

Kristen is our new Client Services Administrator and the new friendly face you will see at the reception desk when you come into the office. She will be a friendly voice when you call into the office and will be supporting the team with new client onboarding, calls and emails.

"Hi, my name is Kristen and I have recently joined the Tael Team.  During my down time I really enjoy growing vegetables, looking after my indoor plants, and making delicious breads. I’m always out walking around my neighbourhood keeping any eye on things.  You never know we might bump into each other."

Please join us in welcoming these two fabulous people to our team!

Business Health Check Meetings

Have you booked in for your Business Health Check Meeting?

We are constantly working on improving our services for our clients and we believe that a meeting to discuss how your business is going is critical for business planning, growth and profitability.

In this meeting we will review and discuss your business trading for the March 2024 year once we have completed the 2024 Financial Statements and Tax Returns, then we will discuss your plan for the coming year, and what you need/want from us to help you achieve this plan.

Book in for My Business Health Check

Google Review

Love what we do? We would love a google review!

The TAEL team are in growth mode and taking on new clients. For any new potential client, the best way for them to know if we are the right fit is to check out our Google reviews made by you, our valued clients. We would love to update our Google profile with new Google reviews with your feedback.

Have you been a client with us for years and trust us with your accounts? Or recently transferred over to us and impressed with our professional and responsive service? Your positive feedback would be great.

If you have a Google account, you can place a review by simply opening your google search engine, type in TAEL Solutions and search. Click on Reviews and away you go. Or just use the QR code above and it will take you directly there.

IR3 Returns filling

We will not be able to file any IR3 Returns (Individual Tax Returns) until IRD have received all reportable income. This includes Portfolio Investment Entity (PIE) income information. Portfolio investment entities had until end of May to provide this to the IRD and IRD are still processing this information.

IRD have recommended that we DO NOT file any Individual Tax Returns with the IRD until at least end of June to allow the information to be processed and updated in the IRD portal.

For those clients who we are currently completing accounts, we will be able to send you draft accounts, however Individual Tax Returns will not be finalised until June when we get the green light from IRD.

Please get in contact if this is going to be an issue for you.

Important Tax Dates

The Tael 2024 Tax Calendars are available to download from our website here or you can collect one from the office.

Upcoming Tax Dates:

28 June 2024 – April/May Period GST payment

28 August 2024 – The 1st Instalment of 2025 Provisional Tax is due for payment to the IRD & June/July Period GST payment

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

From

THE TAEL SOLUTIONS TEAM