Our people focused approach is about getting to know your business like the back of our hands and building a lasting partnership based on honesty and trust, so you can grow, plan, and design your business for better.

Checklists
Behind every set of books and every set of accounts are our clients. While our work naturally focuses on the numbers, our motivation is all about the people behind those numbers.
Annual Financial Statements & Tax Returns Checklists
Follow the steps below to ensure we have all the information required to make your experience with us as seamless as possible.
- Identify the entities (Company, Partnership, Trust, Sole Trader) for whom Annual Financial Statements are to be prepared for.
- Select the appropriate checklists
- Complete the checklists and compile supplementary information. The best format to supply your documents is PDF. Please email your electronic documents directly to the appropriate contact email address as below.
- If an electronic format is not possible, please email the appropriate contact email address below to discuss mail options.
Commercial
Use this checklist if the entity is in a commercial business including:
Retail, contracting, providers of service, manufacturing, tourism/hospitality, and trades.
Farming
Use this checklist if the entity is in a farming business including:
Dairy, sheep/beef, grazing, cropping and farm rentals.
Rental/Investment
Use this checklist if the entity is a rental/investment business including:
Financial investments, residential rentals, commercial rentals, trust holding shares, a trust holding personal property and mixed-use assets.
Tax Return Only
Use this checklist if the entity requires a tax return only including:
Salary and wages, residential rentals, interest and dividends and overseas income.
Additional Checklists
Working For Families Checklist
Please Note
One checklist is required for each entity (Company, Partnership, Trust, Sole Trader). If you only have tax returns prepared, download the Tax Return Only checklist.
If you receive Working for Families please also download a Working for Families checklist.
If you own a rental property individually or jointly (not in a Company, Partnership or Trust) also complete a Tax Return Rental checklist.
Your advisors
If you have any questions, give us a buzz.
Advisor | Contact | Phone | |
Brad Phillips |
Emma Hanley |
emmah@mdp.co.nz |
(03) 211 3773 |
Brian McStay |
|
brianm@mdp.co.nz |
(03) 211 3786 |
Craig McCallum |
Shanell Jarvie |
shanellj@mdp.co.nz |
(03) 211 3778 |
Craig Sutherland |
Andrew Martin |
andrewm@mdp.co.nz |
(03) 211 3772 |
Sarah Hopkins |
Kay Thomson |
kayt@mdp.co.nz |
(03) 928 5162 |
More Business Advisory services.
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Privacy Policy
The purpose of this privacy policy is to inform you about how we will protect and use your personal information on your behalf.
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How succession ready are you?
Your farm. Your legacy. You've built up significant assets, knowledge and skills, but how and when do you pass these on?
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Strategic Planning
Together we'll identify challenges that might be holding you back, and opportunities worth taking.
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Commercial
Our commercial team have extensive experience with all types of business and professional service providers.