{"id":4280,"date":"2026-03-16T11:28:13","date_gmt":"2026-03-15T23:28:13","guid":{"rendered":"https:\/\/www.bdsaccountants.co.nz\/?p=4280"},"modified":"2026-03-16T11:28:13","modified_gmt":"2026-03-15T23:28:13","slug":"get-tax-ready-your-year-end-checklist","status":"publish","type":"post","link":"https:\/\/www.bdsaccountants.co.nz\/insights\/get-tax-ready-your-year-end-checklist","title":{"rendered":"Get tax-ready: your year-end checklist"},"content":{"rendered":"<p>&nbsp;<\/p>\n<p class=\"wp-block-paragraph\">Use this list as a starter to flag anything relevant to your business, gather the right information, and avoid last-minute surprises.<\/p>\n<ul>\n<li><strong>Provisional tax<\/strong><br \/>\nIf you\u2019re paying provisional tax, please check that your instalments are up to date. And if your income this year was significantly higher or lower than expected, let us know: this could affect your provisional tax eligibility. Depending on your situation, tax pooling may also be worth considering to manage provisional tax obligations.<\/li>\n<li><strong>Capital expenses<\/strong><br \/>\nHave you bought anything for the business that will be used for more than one year (think: vehicles, equipment, machinery)? If so, let us know, and we\u2019ll determine whether it should be depreciated (including considering new the 20% investment boost deduction) or treated as an expense.<\/li>\n<li><strong>Business loans<\/strong><br \/>\nIf you have any business lending, including remaining Small Business Cashflow (SBC) loans, please let us know about any repayments or recent changes so we can record interest and balances accurately.<\/li>\n<li><strong>FBT (Fringe Benefit Tax)<\/strong><br \/>\nDo you offer non-cash perks to your staff, like a company car, a fuel card, or entertainment vouchers? These benefits fall under FBT and are reported separately from income tax.<\/li>\n<li><strong>Rental properties<\/strong><br \/>\nOwn a rental property? Make sure your interest and expense records are complete up to 31 March 2026, particularly now that residential interest deductibility has been fully restored for the 2026 income year. Let us know about any sales of properties during the year, as well as any rental properties owned that are offshore.<\/li>\n<li><strong>Food and fun<\/strong><br \/>\nEntertainment and meals are two of the most common sources of confusion at EOFY. Check that your records are clear, correctly categorised, and supported by receipts. Unsure what\u2019s deductible? Just ask: that\u2019s what we\u2019re here for.<\/li>\n<li><strong>Trust income<\/strong><br \/>\nWith trust income subject to tax at 39%, talk to us about distributions and other considerations around trust ownership of assets.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.bdsaccountants.co.nz\/contact-us\">Contact Us!\u00a0<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; Use this list as a starter to flag anything relevant to your business, gather the right information, and avoid last-minute surprises. Provisional tax If you\u2019re paying provisional tax, please check that your instalments are up to date. And if your income this year was significantly higher or lower than expected, let us know: this &hellip;<\/p>\n","protected":false},"author":1,"featured_media":4282,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"categories":[489,490,493],"tags":[],"yst_prominent_words":[145,272,331,287,162],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v14.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Get tax-ready: your year-end checklist - BDS Chartered Accountants<\/title>\n<meta name=\"robots\" content=\"index, follow\" \/>\n<meta name=\"googlebot\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta name=\"bingbot\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.bdsaccountants.co.nz\/insights\/get-tax-ready-your-year-end-checklist\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Get tax-ready: your year-end checklist - BDS Chartered Accountants\" \/>\n<meta property=\"og:description\" content=\"&nbsp; Use this list as a starter to flag anything relevant to your business, gather the right information, and avoid last-minute surprises. 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