A financial operating system.
Not just a compliance return.
Most accountants file your tax once a year. ClientOps reviews your cash flow, business health score, and missing documents every day — built in-house, available only to businesses we work with.
- Today's 3 things that matter
What to fix, what to watch, what to press on. Curated by your accountant, not an algorithm.
- Live cash-flow score
A single number that tells you whether the month is on track — updated as your bank feeds land.
- Daybook Coach
A real accountant messaging you, plain-English, in the app. Not a chatbot — your accountant.
| Compliance accountant | Chartered firm | ClientOps | |
|---|---|---|---|
| Reporting frequency | Once a year | Quarterly | Daily |
| Cash flow visibility | None | On request | Live dashboard |
| Missing docs & risk | Found at year-end | Found at review | Flagged before it costs you |
| Advice | Filed, not explained | Annual meeting | Coach inside the app |
| Getting docs to us | Email & spreadsheets | Client portal | Guided checklist + forward-to-upload email |
Daily cash flow visibility
A live dashboard showing your cash position, business health score, and 30-day outlook. No annual surprises — you see the trend the moment it changes.
A real accountant, in the app
Ask a question, get an answer from your accountant — not a chatbot. Advice lives inside the app, timestamped, searchable, and tied to the transaction it relates to.
Missing docs, flagged early
A guided checklist tailored to your entity type. Forward a receipt from your email and it lands in the right pile automatically. Nothing falls through the cracks.
ClientOps is built in-house.
And it's only for our clients.
You don't buy ClientOps separately — it comes bundled with every monthly subscription. Pick a plan and we'll set you up in your first week.
Know your tax
every month.
Not just at year-end.
NZ Taxation Limited prepares your tax estimate after each month closes and emails your tax position so there are no surprises. Companies keep their records in Xero. Sole traders use Prosaic — no Xero file required.
the month of November 2026
A tax practice that reports to you,
not the other way around.
We combine Xero, great bookkeeping, and a monthly email habit so you always know where you stand.
Monthly tax position emails
No more year-end shocks. After each month closes, we read your ledger and email a clean estimate of tax owing — every month, without fail.
The right tool for your entity
Companies stay in Xero — our certified advisors keep the file clean. Sole traders use Prosaic (a simpler alternative built for one-person operators) which can also raise simple invoices for you, though it isn't a full accounts-receivable system.
Sole trader start-ups welcome
Just getting going? No Xero file, no accountant, no worries. We'll set you up on Prosaic and keep tax on track while you grow.
Fully remote, IRD-registered
We're a fully remote NZ tax practice — registered office in Te Atatu, Auckland. IRD-registered tax agents handling extensions and correspondence on your behalf, wherever you are in NZ.
Fast, flat pricing
Fixed monthly subscriptions. No surprise invoices. Cancel any time.
Planning, not just filing
Quarterly or monthly strategy calls depending on your plan — so tax becomes a decision, not a bill.
This is what
lands in your
inbox — after each
month closes.
A clean, plain-English summary of your tax position once the month is finalised: YTD profit, estimated income tax and ACC levies, what's already been paid via RWT, and exactly how much to set aside. No accounting jargon, no surprises.
- Your YTD profit and tax, personalised from your ledger
- Tax Still Due Today — the number you actually need
- Income tax bracket breakdown (full NZ progressive scale)
- ACC Earners Levy calculation and cap
- Safe weekly spending recommendation
November is closed off — here's your regular update on your estimated tax position so you can budget with confidence. GST is not included in this summary — it's emailed separately based on your filing frequency.
From signup to your
first monthly email in days.
Pick your plan
Choose Sole Trader or Company and the tier that fits. Pay securely with Stripe — cancel any time.
Connect your books
Companies: invite us as your Xero advisor. Sole traders: we'll set you up on Prosaic — no Xero file required. We review, clean, and agree how things flow.
Get monthly tax emails
After each month closes we email you your tax position, key numbers, and anything that needs your attention — in plain English.
Flat monthly pricing.
No surprise invoices.
Pick the entity that matches how you operate. Three tiers each.
For non-GST contractors on schedular payments — typically one client, one invoice recipient.
- Monthly tax position email
- Prosaic subscription
- Simple invoicing in Prosaic
- End-of-year tax return included
- Email support (48h response)
For GST-registered contractors on schedular payments — typically one client, one invoice recipient.
- Everything in Starter
- Monthly Prosaic review & categorisation
- GST return preparation & filing
- Simple invoicing in Prosaic
- Priority email support (24h)
For sole traders with multiple customers — hands-off tax & bookkeeping.
- Everything in Growth
- Full monthly bookkeeping in Prosaic
- Provisional tax planning
- Monthly strategy call (45 min)
- Priority email support (12h)
Tax stuff,
explained like a human.
No jargon. No 80-page PDFs. Short reads our clients send to their tradies, mates, and partners — designed to make NZ tax less confusing for everyone.
How GST really works — and who actually pays it
A plain-English explainer for sole traders, tradies, and commission earners. If you've ever felt like GST is eating your income, this clears it up in 5 minutes.
GST for gold traders — why some gold has NO GST and some has 15%
Built for gold buyers, pawnbrokers, jewellers, and bullion dealers. The single rule that fixes 90% of GST confusion in this niche — and the second-hand trap that catches almost everyone.
Why fair trading makes you more money (not less)
Most NZ business owners treat fair trading as a compliance tax. The smart ones treat it as a profit lever. Here's the maths nobody runs — and the 3 system fixes that turn honesty into recurring revenue.
Real small businesses,
real monthly clarity.
Before NZ Taxation I only thought about tax in March. Now after every month I get a clear update and I already know what I owe. Game changer.
They cleaned up our Xero file in a week and set up monthly reporting we actually read. Best accounting decision we've made.
I was nervous about starting my own thing. They handled IRD, GST, and my Xero from day one. Feels like having a CFO on call.