October 2023 - Inside this issue

‍

Welcome Back Kelliegh

Many of you would remember this smiling face when you walked into reception. Unfortunately for us, Kelliegh and family moved down to Taupo at the beginning of the year. We missed her so much, she agreed to come back and work for Tael as our Accounts Assistant.

Thanks to the wonders of modern technology, Kelliegh is able to work from Taupo and provide the same high-quality work as when she sat in the office. She has her own mobile number so if you get a call from a mobile number you don't recognise, it might just be Kelliegh calling.

I'm sure you will all join me and welcoming Kelliegh back!

Are you using Hubdoc yet?

We are encouraging all our Xero business plan users to get the Hubdoc add-on as it is free to download for those on a Starter, Standard and Premium Xero plans.

If you are currently on one of these selected plans, we would like to encourage you to start using this free service.

If you pay your subscription directly to Xero you will need to activate the Hubdoc function yourself, however if you pay us for the Xero subscription, we will need to activate it for you.

Hubdoc is a digital document collection and storage system. It’s got a lot more functionally than Xero files.

Here are some of Hubdoc’s great features:

1. Document collection
Hubdoc lets you add paper and digital documents by:

dragging and dropping from your desktop,
emailing using your unique intake email address,
taking a photo with the Hubdoc mobile app,
scanning documents using the integration with ScanSnap Cloud,
uploading multi page documents and split PDFs in Hubdoc.

2. Code and post transactions to Xero

Hubdoc extracts the key data from uploaded documents (contact, date, total amount, invoice number and more) ready to code and publish to Xero.
Hubdoc imports your contacts and chart of accounts when connected to Xero.
To make things even more efficient, you can set up supplier rules and automate how documents are coded and posted by enabling auto sync.

3. Reconcile transactions in the Xero bank feed
Once documents and their data are published to Xero, it’s matched to the corresponding transaction in the bank feed and can be reconciled with the original document attached.

Get in contact here is you want to know more about getting Hubdoc set up.

Christmas Party

It's been a tough year and we all deserve to celebrate our wins, big or small. We love to bring our clients together to thank them for their service but also to create a networking environment where clients can interact with other local businesses.

We are hosting our client Christmas party the evening of Thursday 30th November.

So we have an idea for catering, can you please register your interest to attend, then we can make sure there is enough yummy food and drink for all.

Register to attend

Christmas Closedown Dates

Can you believe we are nearly there again! Christmas is coming and we are all looking forward to a well-earned break.

Our office will be closed from 12pm Friday 22nd December 2023 and we will reopen Tuesday 23rd January 2024.

We Love Supporting Local

Glen Eden Playhouse's next show is scheduled for October, Sweeney Todd, The Demon Barber of Fleet Street.

We are proud to be their main sponsor and love that we can support this fabulous local enterprise.

Tickets for the next show are on sale and booking up fast, so book your ticket here

Xero Basics Online Training

October we will be covering our Xero basics online training again for those who are new to Xero and want to learn the ins and outs of how to use the system.

Training will be online at 10am Wednesday the 25th October. To register for the training click on the link below.

Register for training

Important Tax Dates

The Tael 2023 Tax Calendars are available from our website to download or you can collect one from the office (by appointment only).

Upcoming Tax Dates:

28 October -

First instalment of 2024 Provisional Tax is due for payment (6 Monthly GST),
2 Monthly GST Return Filing and Payment date (Period Aug & Sept)
6 Monthly GST Return Filing and Payment date (Period April to Sept)

15 January -

Second instalment of 2024 Provisional Tax is due for payment (non-GST registered & 2 Monthly GST)
2 Monthly GST Return Filing and Payment date (Period Oct & Nov)

‍28 February -

2 Monthly GST Return Filing and Payment date (Period Dec & Jan)

7 April -

2023 Terminal Tax is due for payment

7 May-

Final instalment of 2024 Provisional Tax is due for payment (non-GST registered, 2 Monthly GST & 6 Monthly)
2 Monthly GST Return Filing and Payment date (Period Feb & Mar)
6 Monthly GST Return Filing and Payment date (Period Oct to March)

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

From

THE TAEL SOLUTIONS TEAM

ASWEFA has been benefiting from the outstanding service Tael Solutions has provided for a number of years. During these years ASWEFA has changed names, expanded from one company holding to 6 company holdings as we have franchised and developed 3 new sites and franchises. We not only contract Tael for monthly and annual account processing but they also manage our Trust accounts and IRD requirements. As well as this we hold quarterly financial meetings to have them assist us to explore and set financial goals and address areas of increased costings or potential sales opportunities to ensure we run at maximum capacity. These meetings involve looking at everything from staff capacity and future requirements to site/machinery/technical requirements to ensure we are future proofing our business as much as possible. They know our business well and can make observations with a fresh set of eyes that always provoke new thoughts and ideas. We are privileged to provide this reference and recommend Tael for any business big or small – but in particular if you are wanting to grow as they have become an integral part of our business and contributed to our success.

Treena Myers - ASWEFA Regional Office - Forklift training providers

I moved our law firm’s accountancy and business advisory work to TAEL Solutions over a year ago now and I have been consistently impressed with its energy, focus, and command over every aspect of how the business side of our practice operates and augmenting a better run, more efficient business. I highly recommend TAEL solutions to those looking to improve their business financial performance.

I moved our law firm’s accountancy and business advisory work to TAEL Solutions over a year ago now and I have been consistently impressed with its energy, focus, and command over every aspect of how the business side of our practice operates and augmenting a better run, more efficient business. I highly recommend TEAL solutions to those looking to improve their business financial performance.

Doug Cowan - Cowan Law

I wish I had found the team at Tael earlier! As a small business owner with minimal experience and understanding of Accounting and Bookkeeping, I've learnt a valuable lesson: 'surround yourself with the right people' The contrast between Tael Solutions and my previous firm couldn't be greater. They understand my business and provide the insight, recommendations and guidance that I so desperately needed. The team at Tael are a pleasure to deal with and I am confident that I'm in good hands.

Mike Covich - LocoMedia Limited

TAEL Solutions Ltd have been processing our accounts for two years now. For the first year they completed and prepared the annual accounts prior to auditing and for the second year we moved to full monthly accounts and looking after all tax issues, right through to Board Reports and preparation for auditing. As a Not for Profit organisation we especially appreciate the advice we get in regards to our responsibilities in our reporting for Community Services (Department of Internal Affairs) and our major grant providers. We are a small team and prefer to put our efforts into the provision of support services to our “kids” and their families. I would recommend Natasha and the team at TAEL Solutions to any SME or NFP requiring accounting services and professional support to help grow their business and to ensure that good accounting and governance practices are provided.

Keith Mackenzie - Chief Executive, Kidney Kids NZ

More Testimonials

October 2023 - Inside this issue

See Also