General Ledger Special - 31 March 2026

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2026 Annual Accounts Questionnaires: Process Guidance & Action Required

As mentioned in our March 2026 General Ledger, your End of Financial Year (EOFY) Questionnaire(s) will arrive in your inbox between April and May, in the same format as last year. To help you get a head start, we’ve put together a quick overview of the process and some additional guidance to make completing your questionnaire as smooth as possible.

Important: Payroll Changes (Effective 1 April 2026)

A quick reminder that changes to the following take effect from 1 April 2026:

• Adult Minimum Wage: Increasing to $23.95 per hour.
• KiwiSaver: Default employee and employer rates increase to 3.5%.
• ACC Earner Levy: Increasing to 1.75%.

These changes do not affect your 2025/26 tax return but should be applied to payroll from the new financial year onward. You can read more about these updates in our March General Ledger.

Step-by-Step Guide for Completing Your Digital Questionnaire

1. Check your inbox: During April 2026, you will receive a secure email from All Accounted For with a link to your personalised questionnaire(s). If our email address is not saved as a contact, it may end up in your spam or junk folder. If you still haven’t received your link by 15 May, please give us a call and we’ll resend it.
2. Complete the questionnaire: Please complete the questionnaire at your earliest convenience and ensure all sections are filled out accurately. The sooner we receive your information, the sooner we can complete your accounts and tax returns. 
3. Provide complete and accurate information: Ensure all information provided is accurate and complete to avoid follow-ups or delays.
4. Submit your completed questionnaire(s): Once completed and all necessary documents are attached, simply click “Submit.” We will be notified immediately and can begin reviewing your information.

Tip: There’s no need to finish everything in one sitting. You can take your time answering the questions, and if you’re unsure about any item, you can return to it later. Your responses are automatically saved as you go, allowing you to pick up where you left off at any time.

Below, we’ve included a few screenshots to give you a quick preview of system.

Getting the Right Information Helps Us to Help You:

We would appreciate it if you could please take the time to carefully review the questions and worksheets relevant to both your personal and business accounts. Having all the necessary information allows us to thoroughly review your accounts and ensure you’re not paying more tax than required. For instance, if we do not know about your expenses, we won’t be able to offset them against your income, so you’ll pay more tax than required.

Additionally, completing your annual accounts promptly allows you to assess your business's performance. Comparing this year to previous years can help you identify areas of success and those needing improvement - empowering you to make more informed decisions for the year ahead.

The sooner we have all of this information, the sooner we can complete your accounts and notify you of your tax position. 

For clients utilising Xero, we are likely to need the following key information:

• A list of stock on hand at 31 March 2026 (if over $10,000);
• Copies of loan statements at 31 March 2026;
• Copies of invoices for any large asset purchases (IE: new vehicles, etc.); and
• Completion of the Use of Home Office template or list home office expenses.
• We will require additional information detailed on the Non-Xero questionnaire for clients not utilising Xero. 

Need Help?

If you have any questions, concerns, or experience any issues with the new system, please do not hesitate to contact our team at 04 970 1182 or email us at admin@aafl.nz.

We are here to support you every step of the way. For anyone that struggles with the system, please find free to utilise the prior system, and obtain the downloadable questionnaires from our website Services / 2026 Annual Accounts Questionnaires.

P: (04) 970 1182  I  E: admin@aafl.nz  I  W: aafl.nz

Ground Floor, 271 Willis Street, Wellington 6011

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