Purchase Order Accountant in New Zealand Wellington –Free Word Template Download with AI
Accounting Services Procurement — Wellington, New Zealand
AUTHORISED
1. Scope of Services — Accountant Engagement
3. Terms and Conditions
Name: James R. Tane
Title: Managing Director
Signature: _________________________
Date: 14 June 2025 For and on behalf of Meridian Chartered Accountants (NZ) (Accountant / Supplier)
Name: Dr. Sarah K. Whitmore, CPA (NZ)
Title: Registered Accountant & Principal
Signature: _________________________
Date: 14 June 2025 ⬇️ Download as DOCX Edit online as DOCX
| Purchase Order Number: | PO-WLG-2025-04871 |
| Date of Issue: | 14 June 2025 |
| Required By: | 31 July 2025 |
| Purchasing Entity: | Harbourview Logistics Ltd 12 Featherston Street, Te Aro, Wellington 6011, New Zealand Company No: 942817365 GST No: 942-817-365 |
| Supplier / Accountant: | Meridian Chartered Accountants (NZ) Level 4, 221 Lambton Quay, Wellington CBD, Wellington 6011, New Zealand Company No: 785321940 GST No: 785-321-940 Registered with Xero, MYOB & QuickBooks NZ |
| Contact Person: | Dr. Sarah K. Whitmore, CPA (NZ), Registered Accountant Phone: +64 4 382 7741 Email: [email protected] |
| Payment Terms: | Net 30 days from invoice date, payable via EFT to account held at ANZ Bank, Wellington Branch |
| Currency: | New Zealand Dollars (NZD) |
This Purchase Order is issued by Harbourview Logistics Ltd to formally engage the services of a qualified Accountant, specifically Dr. Sarah K. Whitmore and her team at Meridian Chartered Accountants (NZ), for the provision of comprehensive accounting, tax advisory, and financial reporting services. The engagement is governed by the professional standards set by the New Zealand Institute of Chartered Accountants (NZICA) and complies with all applicable legislation under the Companies Act 1993, the Income Tax Act 2007, and the Goods and Services Tax Act 1985 as administered by the Inland Revenue Department (IRD) in New Zealand Wellington.
2. Itemised Services and Charges| Ref | Description of Accountant Services | Frequency | Rate (NZD) | Amount (NZD) |
|---|---|---|---|---|
| 01 | Monthly bookkeeping and general ledger maintenance for all Wellington-based operations, including reconciliation of bank accounts, accounts payable, and accounts receivable | Monthly (12) | $1,850.00 | $22,200.00 |
| 02 | Preparation and lodgement of quarterly GST returns (GST2) with the Inland Revenue Department, Wellington regional office | Quarterly (4) | $650.00 | $2,600.00 |
| 03 | Annual financial statements preparation in accordance with NZ IFRS for SMEs, including auditor liaison and filing with the Companies Office | Annual (1) | $4,500.00 | $4,500.00 |
| 04 | Annual company tax return (IR4) preparation and lodgement, including tax planning and advisory for the Wellington business entity | Annual (1) | $3,200.00 | $3,200.00 |
| 05 | Payroll processing and PAYE/ACC levies compliance for 14 full-time employees based in Wellington CBD | Monthly (12) | $980.00 | $11,760.00 |
| 06 | Ad-hoc tax advisory, budget forecasting, and management accounting reports (up to 20 hours per annum) | As required | $220.00/hr | $4,400.00 |
| 07 | Annual review of New Zealand Wellington local business compliance, including FRTT (Fringe Benefits Tax) return and employer PAYE reconciliation | Annual (1) | $1,100.00 | $1,100.00 |
| Subtotal (NZD) | $49,760.00 |
| GST @ 15% (NZD) | $7,464.00 |
| Total Purchase Order Value (NZD) | $57,224.00 |
- This Purchase Order constitutes a binding agreement between Harbourview Logistics Ltd and the named Accountant upon signature by both parties. All services shall be rendered in accordance with the professional code of conduct of the New Zealand Institute of Chartered Accountants.
- The Accountant shall maintain strict confidentiality of all financial records, tax positions, and proprietary business information pertaining to the Wellington-based operations of the purchasing entity, in compliance with the Privacy Act 2020 of New Zealand.
- All invoices issued under this Purchase Order must clearly state the Purchase Order number (PO-WLG-2025-04871), the GST registration number of the Accountant, and itemise services rendered. Invoices are payable within thirty (30) calendar days of the invoice date via electronic funds transfer (EFT) to the account specified by the Accountant in Wellington.
- The Accountant shall ensure timely lodgement of all statutory returns with the Inland Revenue Department and the Companies Office. Failure to meet statutory deadlines due to the Accountant's negligence shall result in a service credit of 10% of the affected fee, and the Accountant shall be liable for any penalties or interest imposed by the IRD.
- This Purchase Order is valid for a period of twelve (12) months from the date of issue. Renewal requires written agreement from both parties no fewer than thirty (30) days prior to expiry. Either party may terminate with sixty (60) days written notice.
- All disputes arising from this Purchase Order shall be resolved in accordance with the New Zealand Disputes Tribunal Act 1945 or, where the amount exceeds the Tribunal's jurisdiction, in the District Court of Wellington, New Zealand. The governing law of this Purchase Order is the law of New Zealand.
- The Accountant shall carry professional indemnity insurance of no less than NZD $5,000,000 per claim, with a certificate of insurance to be provided upon request. The Accountant confirms registration as a GST-registered business in New Zealand Wellington and compliance with all obligations under the Tax Administration Act 1994.
- Any amendments to the scope of services, rates, or terms of this Purchase Order must be documented in a written variation signed by both parties. Verbal instructions shall not constitute a valid amendment to this Purchase Order.
By signing below, both parties acknowledge that this Purchase Order for Accountant services in New Zealand Wellington has been reviewed, understood, and accepted in full. The Accountant confirms availability to commence services on or before 1 July 2025 and agrees to deliver all services in accordance with the standards and timelines set forth herein.
For and on behalf of Harbourview Logistics Ltd (Purchaser)Name: James R. Tane
Title: Managing Director
Signature: _________________________
Date: 14 June 2025 For and on behalf of Meridian Chartered Accountants (NZ) (Accountant / Supplier)
Name: Dr. Sarah K. Whitmore, CPA (NZ)
Title: Registered Accountant & Principal
Signature: _________________________
Date: 14 June 2025 ⬇️ Download as DOCX Edit online as DOCX
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