Invoice Accountant in New Zealand Wellington –Free Word Template Download with AI
Professional Accountant Services
Level 4, 128 Lambton Quay, Wellington CBD, Wellington 6011, New Zealand
Phone: +64 4 382 5567 | Email: [email protected]
IRD Number: 942-887-103 | NZBN: 942904123456789
Billed To (Client)
Coastal Trading & Logistics (NZ) Ltd
Unit 7, 45 Featherston Street
Wellington 6011, New Zealand
Attn: Ms. Sarah Mitchell, Finance Manager
Phone: +64 4 471 2233
Email: [email protected]
Client IRD: 955-201-447
Accountant / Service Provider
Mr. David Chen, CPA (NZ), XA
Principal Accountant & Registered Tax Agent
Harbourview Accounting & Advisory Ltd
Wellington, New Zealand
Registered with the Xero Advisor Network
Member, Institute of Professional Accountants (IPA) New Zealand
| Ref | Description of Accountant Services Rendered | Period | Rate (NZD) | Hours | Amount (NZD) |
|---|---|---|---|---|---|
| 01 | Monthly bookkeeping and general ledger reconciliation for Coastal Trading & Logistics (NZ) Ltd, including processing of all accounts payable, accounts receivable, bank reconciliations, and petty cash management as performed by the assigned accountant in Wellington. | May 2025 | 165.00 | 12.0 | 1,980.00 |
| 02 | Preparation and filing of the quarterly GST return (GST9) with the Inland Revenue Department (IRD) for the quarter ending 30 April 2025, including detailed tax advisory consultation conducted by the accountant at the Wellington office. | Q2 2025 | 165.00 | 4.5 | 742.50 |
| 03 | Monthly management accounts preparation, including profit and loss statement, balance sheet, cash flow forecast, and variance analysis report delivered to the client's finance team in Wellington for board review purposes. | May 2025 | 165.00 | 6.0 | 990.00 |
| 04 | Payroll processing and PAYE tax compliance for 14 employees, including preparation of monthly employer PAYE returns, annual FBT (Fringe Benefit Tax) calculations, and employee income statements as required by New Zealand tax legislation. | May 2025 | 165.00 | 5.5 | 907.50 |
| 05 | Tax planning and advisory session with the client's directors regarding the upcoming 2025/2026 financial year, including discussion of capital expenditure deductions, research and development tax credits, and corporate tax rate implications under current New Zealand tax law. | June 2025 | 185.00 | 3.0 | 555.00 |
| 06 | Annual company compliance review and preparation of the annual return filing with the Companies Office, New Zealand, including verification of registered office address in Wellington, director declarations, and share register updates. | June 2025 | 165.00 | 3.5 | 577.50 |
| Subtotal (Excl. GST) | $5,752.50 |
| GST @ 15% (New Zealand) | $862.88 |
| Total Amount Due (NZD) | $6,615.38 |
All amounts are quoted in New Zealand Dollars (NZD). GST is applied at the standard New Zealand rate of 15% as mandated by the Inland Revenue Department.
Payment Instructions & Terms
Please settle this invoice within fourteen (14) calendar days of the invoice date, no later than 30 June 2025. Payment may be made via:
- Bank Transfer (NZD): Bank: ANZ National Bank, Wellington Branch | Account Name: Harbourview Accounting & Advisory Ltd | Account No: 01-0425-0887341 | Reference: INV-2025-0487
- Direct Debit: As per the standing instruction on file with our Wellington office.
- Online Payment: Via the secure client portal at portal.harbourviewaccountants.co.nz
A late payment surcharge of 1.5% per month will be applied to any outstanding balance after the due date in accordance with the terms of our professional services agreement. Please contact our accountant team in Wellington if you require an extension or wish to discuss payment arrangements.
Additional Notes from Your Accountant
Dear Ms. Mitchell,
Thank you for engaging the services of Harbourview Accounting & Advisory Ltd for the month of May 2025 and the associated quarterly compliance obligations. This invoice reflects the professional accountant services rendered by our Wellington-based team to support the ongoing financial management and regulatory compliance of Coastal Trading & Logistics (NZ) Ltd.
Please note that the tax planning session referenced in item 05 included preliminary recommendations regarding the company's capital expenditure strategy for the 2025/2026 financial year. A detailed written advisory memorandum will be provided separately within five (5) business days. We recommend scheduling a follow-up meeting at our Lambton Quay office in Wellington to discuss the implementation of these recommendations before the end of July 2025.
Should you have any queries regarding any line item on this invoice, or require further clarification on the accountant services provided, please do not hesitate to contact Mr. David Chen directly at +64 4 382 5567 or via email at [email protected]. Our Wellington office is open Monday to Friday, 8:30 AM to 5:30 PM, New Zealand Standard Time.
We value our ongoing professional relationship and look forward to continuing to serve as your trusted accounting partner in Wellington, New Zealand.
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