Smarter Tools, Key Dates & Free Xero Training
February 2026 - Planning for success
- Free Xero Training
- Get Clarity, Control, and Confidence with Fathom Reporting
- Tradie Networking Evening
- Smarter Insights with Fathom Reporting
- Reduce Provisional Tax Stress with Tax Pooling
- Important Dates
Free Xero training
We’re excited to offer a free Xero training session designed to help you get the most out of your accounting software.
Whether you’re new to Xero or looking to sharpen your existing skills, this session will guide you through the essentials, highlight new features, and share practical tips to help you work more confidently and efficiently in the system.
Training Details:
Date: Wednesday 11 February
Time: 10:00am
Location: Online via Microsoft Teams
(A meeting link will be sent once you’ve registered)
Cost: Free
What You’ll Learn
- How to navigate the new Xero dashboard
- Sending invoices and creating bills, including new features and best‑practice tips
- Bank reconciliation made simple
- JAX and how to use it effectively
- Client management basics
This training is ideal for business owners and staff who want to better understand their accounts and make day‑to‑day bookkeeping easier.
Register to attend in the link below.
Upcoming 2027 Financial Year Engagement Letters
Over the next few weeks, we’ll be sending out engagement letters for the 2027 financial year to all clients on Monthly Instalment Arrangements (MIA).
These letters outline your services, scope of work, and pricing for the year ahead — but more importantly, they’re designed to make sure you’re getting the right support for where your business is heading.
Why this review matters
Business needs change. Maybe you’re growing, taking on bigger jobs, hiring more staff, or simply wanting more clarity and control over your financials.
Your engagement should evolve with you — not stay the same by default.
This is the perfect time to check that your current setup still fits.
Let’s make sure you have the right level of support
If you’d like to:
- Review the services you currently receive
- Explore whether additional support could help you achieve your goals
- Adjust your advisory, compliance, or reporting packages
- Add tools such as Fathom reporting or cashflow forecasting
- Restructure your MIA to better reflect your workload across the year
Please reach out as soon as possible.
That way, we can update your engagement before the new financial year begins and ensure everything is aligned with your business needs, plans, and budget.
We’re here to help you make informed decisions
We’re always happy to walk you through your options and recommend the level of service that will give you the most value — whether that’s streamlining, expanding, or fine‑tuning what you already have.
Our goal is simple: to make sure you get proactive, relevant support that actually helps your business move forward.
Tradie Networking Evening
We’re hosting our next Tradie Networking Evening on Thursday, 19 February, 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, 19 February
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.
We hope you can make it, register to attend below.
Get Clarity, Control, and Confidence with Fathom Reporting
Most business owners don’t struggle because they’re bad at what they do — they struggle because they’re flying blind.
You’re making decisions every day about pricing, staffing, jobs, cashflow, and growth… often without clear, up‑to‑date information to back you up. Spreadsheets are slow. Financial statements come too late. And “gut feel” only works until it doesn’t.
At TAEL, we solve this problem by giving you the visibility you’ve been missing.
Fathom Reporting is one of the smartest tools we use to turn your accounting data into insights you can actually act on.
Instead of static reports, Fathom brings your numbers to life through visual dashboards, trend analysis, and forecasting — so you can finally understand what’s really happening inside your business and make decisions with confidence.
See What Matters, When It Matters
Most business owners don’t have time to dig through pages of reports. You need clear indicators, not clutter.
That’s where Fathom’s custom dashboards come in.
We build dashboards tailored to your business so you can see critical information at a glance:
- Profit and gross margin performance
- Revenue trends and cost movements
- Cash position and working capital
- Key ratios and performance benchmarks
These visual insights mean we can spot risks early, highlight opportunities faster, and have more focused, productive review meetings.
Instead of talking through numbers, we talk through actions.
Cashflow Clarity That Helps You Sleep at Night
Cashflow surprises are one of the biggest stress points for business owners — especially in trade‑based businesses where timing is everything.
Fathom helps us give you a clear forward‑looking view of your cash position, so you’re never caught off guard.
Using Fathom, we can:
- Build short‑ and medium‑term cashflow forecasts
- Model “what if” scenarios — growth, staffing, big projects, or cost changes
- Identify cash gaps before they happen
- Plan funding, tax payments, and investments with confidence
Because forecasts link directly to your financial data, they stay dynamic and accurate — not static or out of date like spreadsheets.
The result: better planning, fewer surprises, and smarter decisions.
Turning Numbers into Strategy
Fathom isn’t about making pretty graphs — it’s about enabling better conversations.
With dashboards and forecasts at our fingertips, we can move beyond compliance work and into true strategic advisory. That means:
Clearer conversations about performance
Deeper understanding of what’s driving your results
Better alignment around goals and growth
Stronger decision‑making backed by data
When you understand your numbers, everything becomes easier — pricing, resourcing, cashflow, planning, and strategy.
Want More Clarity, Less Stress, and Better Decisions?
If you want to get on top of your numbers, see problems before they hit, and feel more confident about where your business is heading, Fathom is one of the smartest tools you can use.
We use it every day with clients to transform raw data into powerful insights — and we’d love to show you how it can work for your business too.
Book a chat with us and let's unlock clearer, smarter decision‑making together.
Reduce Provisional Tax Stress with Tax Pooling
Provisional tax doesn’t have to be a source of stress, especially if your business has seasonal highs and lows or you’d prefer to keep cash available for growth. With tax pooling, you can choose when to make your provisional tax payments in a way that better matches your cash flow.
We partner with Tax Traders, New Zealand’s leading Inland Revenue–approved tax pooling provider. Their flexible and affordable solutions allow you to time your tax payments to suit your business; while helping you avoid the higher interest and penalties that can apply if a provisional tax payment is missed.
To learn more, check out the Tax Traders blog on our website, or talk to us about whether tax pooling could be a smarter option for your business.
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:
28 February 2026
- 2 Monthly GST Return Filing and Payment date (Period Dec & Jan)
7 April 2026
- 2025 Terminal Tax is due for payment
7 May 2026
- Final instalment of 2026 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 TEAM
Ready to strengthen your business? Let’s work together. Schedule your no-cost initial Proactive Accounting Meeting (PAM) to see what’s possible.
