Tax

Take the Auckland Legal Free Tax "Check-Up".
Tax "Check-Up"   Select Yes or No
1 Do you complete accurate and complete records of all banking information, proof of income and expenses, cash books and wage books?   Yes No
2 Do you regularly review your business structure and personal asset plan with your professional advisors?   Yes No
3 Are you 100% confident that all expenses are allocated correctly?   Yes No
4 Are you 100% confident that your personal and business affairs have been structured to best utilise any available deduction of mortgage interest for tax purposes?   Yes No
5 Are annual financial statements prepared for all your trusts, companies and LTC's?   Yes No
6 Has all trust gifting been completed in the past year?   Yes No
7 Is all trust gifting reconciled and reviewed every year?   Yes No
8 Do all your trusts, companies and LTC's operate separate bank accounts?   Yes No
9 Do you always obtain professional advice prior to borrowing funds?   Yes No
10 Do you always obtain professional advice prior to repaying debt?   Yes No
11 Do you always obtain professional advice prior to purchasing a significant asset?   Yes No
12 If you own your own business, are you GST registered?   Yes No
13 Have you had your asset plan and business structure reviewed within the last 3 years?   Yes No
14 Are you a builder or have you ever been a builder?*   Yes No
15 Have you ever subdivided or developed a property?*   Yes No
16 Do you regularly buy and sell property?*   Yes No
17 Do you ever struggle to meet your tax obligations?*   Yes No