Invoice Accountant in New Zealand Auckland –Free Word Template Download with AI
142 Federal Street, Level 5, Auckland Central
New Zealand Auckland 1010
Phone: +64 9 376 4521 | Email: [email protected]
NZBN: 942904123456789 | GST No: 123-456-789
Billed To (Client)
Kaiwhakahaere Trading Ltd
87 Karangahape Road
Ponsonby, New Zealand Auckland 1011
ABN: 942909876543210
Attn: Ms. Aroha Williams, Managing Director
Prepared By (Accountant)
Mr. James T. Macfarlane, CPA
Registered Accountant, Xero & MYOB Certified
Member, Xero Certified Advisor Network
Registered with the Xero & MYOB Professional Bodies
Practicing in New Zealand Auckland since 2008
| Ref | Description of Accounting Services | Period | Hours | Rate (NZD) | Amount (NZD) |
|---|---|---|---|---|---|
| 01 | Monthly bookkeeping and transaction reconciliation for the Auckland-based trading entity, including bank feed processing, accounts payable and receivable management, and general ledger maintenance. | May 2025 | 12.5 | $145.00 | $1,812.50 |
| 02 | Preparation and filing of the quarterly GST return (GST9) with the Inland Revenue Department (IRD) for New Zealand Auckland registered businesses, ensuring full compliance with local tax obligations. | Q2 2025 | 4.0 | $145.00 | $580.00 |
| 03 | Payroll processing and PAYE withholding calculations for 14 employees, including annual leave accruals, sick leave tracking, and KiwiSaver employer contribution reporting as required under New Zealand employment law. | May 2025 | 6.5 | $145.00 | $942.50 |
| 04 | Preparation of management accounts and profit & loss statement for the Auckland board meeting, including variance analysis against the approved annual budget and cash flow forecasting for the next two quarters. | May 2025 | 8.0 | $165.00 | $1,320.00 |
| 05 | Annual company tax return (IR4) preparation and lodgement with the IRD, including depreciation schedules, capital allowances, and tax planning advisory specific to New Zealand Auckland commercial property holdings. | Yr End 31/3/25 | 10.0 | $165.00 | $1,650.00 |
| 06 | Advisory consultation on the proposed expansion of retail operations into the Ponsonby and Parnell suburbs of New Zealand Auckland, including entity structuring, transfer pricing considerations, and projected tax implications. | June 2025 | 3.5 | $185.00 | $647.50 |
| 07 | Statutory annual financial statements preparation in accordance with New Zealand Financial Reporting Standards (NZ IFRS), ready for independent audit by the appointed auditor in Auckland Central. | Yr End 31/3/25 | 14.0 | $165.00 | $2,310.00 |
| Subtotal (NZD) | $9,262.50 |
| GST @ 15% (New Zealand Goods and Services Tax) | $1,389.38 |
| Total Amount Due (NZD) | $10,651.88 |
Invoice Payment Terms & Conditions
This Invoice is issued by Harbourview Accounting & Advisory Ltd, a registered Accountant firm operating in New Zealand Auckland, in accordance with the professional services agreement dated 1 March 2025. The total amount due on this Invoice, including the applicable 15% New Zealand Goods and Services Tax (GST), must be remitted within thirty (30) calendar days of the Invoice date stated above.
- Payment may be made via bank transfer to: BNZ Bank, Account Name: Harbourview Accounting & Advisory Ltd, Account No: 01-0254-06789012-003, Branch: Auckland Central. Please reference Invoice number INV-2025-AKL-0347 in all correspondence.
- Overdue amounts on this Invoice will attract interest at the rate of 10% per annum, calculated daily, in accordance with the New Zealand Consumer Guarantees Act 1993 and the terms of our engagement letter.
- All accounting services described in this Invoice have been performed in compliance with the standards set by the Xero Certified Advisor programme and the professional obligations of a registered Accountant practising in New Zealand Auckland.
- This Invoice constitutes a valid tax document for the purposes of the Inland Revenue Department (IRD) of New Zealand. The GST component is recoverable by the client where the client is a GST-registered entity in New Zealand Auckland or elsewhere in New Zealand.
- Any disputes regarding the charges on this Invoice must be raised in writing within fourteen (14) days of receipt. The Accountant reserves the right to suspend ongoing services until the outstanding balance on this Invoice is settled in full.
- All client financial data processed under this engagement is held in strict confidence in accordance with the Privacy Act 2020 (New Zealand) and the professional code of ethics governing Accountants in New Zealand Auckland.
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