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CCH iKnow Business Fitness Practice Tools Content Guide

In creating CCH iKnow, we’ve been mindful that no two accountancy firms are the same, so if you are a specialist accountancy firm, a sole practitioner or one dealing with a broad range of compliance and business advisory, it’s easy to build a subscription package that suits your business focus and budget. Flexible Bronze, Silver and Gold pricing packages and modules mean you will only pay for the level of content you need.

ACC - register and activate online service

• Procedure: ACC - register and activate online services

n

• Guide: Key features of ACC online services n

• Letter: ACC updated authority for existing clients n

• Guide: ACC registration n

• Guide: Manage portfolio n

• Guide: Create and delete portfolio n

• Guide: Link levy account to portfolio n

• Guide: Remove levy account from portfolio n

• Guide: Portfolio link report n

Income taxACC - administration and advisory

• Procedure: ACC - administration and advisory n

• Guide: Comparing ACC CoverPlus extra with ACC CoverPlus

n

• Guide: ACC access types n

ACC - market the administration and advisory service

• Procedure: ACC - market the administration and advisory service

n

• Client letter: ACC pre-engagement n

• Client letter: ACC engagement n

• Guide: ACC engagement n

iknow.cch.co.nz1

Bronze Silver (+ Bronze) Gold (+ Bronze & Silver)

Advising Clients Smart tools Streamline your practice

• FAQs fact sheets (75) • White label newsletter + social media posts (monthly)• Business advisory guides (68)• Tax payments wall planner• FBT Calculator• LTC kit

• Workpapers 2017 + NZ annual accounts guide

• Livestock workpapers• Dividend workpapers• Annual Accounts checklist builder

incl client questionnaire templates• All calculators including Mixed Use

Assets

• NCPFO - NZ Company Forms • NZTPO - Trust Minutes &

resolutions & Checklists • Procedures• Quality control manual• Letters to clients, IRD, govt depts

& profs• Forms• Checklists• Policies

Content Summary

Content Guide

Annual accounts process

• Procedure: Annual accounts process n

Annual accounts - collect client records

• Procedure: Annual accounts - collect client records

n

• Form: Annual accounting scheduling n

• Client letter: Year end questionnaire cover letter for C and D clients

n

• Client letter: Year end questionnaire cover letter - remote clients

n

• Form: Records and documents required n

• Client letter: Engagement n

• Client letter: Records required n

• Client letter: Client end of year reminder n

• Client letter: Client checklist n

• Script: Setting up the annual planning meeting - A and B

n

• Script: Setting up the annual planning meeting - remote

n

Annual records checklist builder procedure

• Form: Annual records checklist builder n n

• Form: Checklist builder hub n n

• Procedure: Annual records checklist builder n

Annual accounts - prep client records and accounting job

• Procedure: Annual accounts - prep client records and accounting job

n

• Form: Workflow entry sheet - annual financial statements

n

• Script: Setting up the annual planning meeting - C and D

n

Annual accounts - workpaper procedure

• Procedure: Annual accounts - workpapers n

Annual accounts - draft financials

• Procedure: Annual accounts - draft financials n

Annual accounts - collate client pack

• Procedure: Annual accounts - collate client pack

n

Audit

• Fact sheet: Audit n n n

• Procedure: Audit n

• Script: Audit n

Balance date - changing

• Fact sheet: Change of balance date n n n

• Procedure: Balance date - changing n

• Guide: Election to change a balance date n

• Guide: Add users to account n

• Guide: Remove user from portfolio n

• Guide: Transfer portfolio ownership n

• Guide: Update contact details n

• Guide: Change password n

• Guide: Edit profile n

ACC - review and implement cover

• Procedure: ACC - review and implement cover n

• Guide: View levy accounts n

• Form: ACC register n

ACC - apply for CoverPlus Extra

• Procedure: ACC - applying for CoverPlus Extra n

• Guide: ACC CoverPlus Extra n

• Guide: ACC CoverPlus Extra clients that will benefit

n

• Guide: ACC CoverPlus Extra acceptance levels n

• Form: ACC Replacement Labour Costs n

• Client letter: ACC CoverPlus Extra letter to client n

• Letter: ACC applying for ACC CoverPlus Extra n

• Letter: ACC acceptance form n

ACC - manage clients levies

• Procedure: ACC - manage clients' levies n

• Checklist: ACC - invoices n

• Guide: ACC payment options n

• Guide: View levy accounts n

• Guide: Search current account balance n

• Guide: Update levy payer contact details n

• Client letter: ACC CoverPlus levies due for payment

n

• Client letter: ACC CoverPlus Extra levies due for payment

n

• Client letter: ACC workplace cover levies due for payment

n

• Letter: ACC multiple employer adjustment n

• Form: File note n

ACC - oversee claim

• Procedure: ACC - oversee claims n

ACC levies and how they work

• Fact sheet: ACC Levies and how they work n n n

• Fact sheet: ACC Levies and how they work - short form

n n n

• Procedure: ACC levies and how they work n

• Script: ACC levies and how they work n

Income tax continued


2iknow.cch.co.nz

• Sample letter: Balance date - e-file example n

• Script: Change of balance date n

Balance dates - options

• Fact sheet: Balance dates n n n

• Procedure: Balance dates - options n

• Script: Balance dates n

Balance dates for kiwifruit orchardists

• Fact sheet: Balance dates for kiwifruit orchardists

n n n

• Procedure: Balance dates for kiwifruit orchardists

n

• Script: Balance dates for kiwifruit orchardists n

Business interest and RWT

• Fact sheet: Business interest and RWT n n n

• Procedure: Business interest and RWT n

• Script: Business interest and RWT n

Business structures

• Procedure: Business structures - making changes for clients

n

• Checklist: Change of entity n

• Client letter: Business structures letter to farmer

n

• Checklist: Change to company - farming n

• Client letter: Business structures letter to trader n

• Checklist: Change to company - trading n

Business structures - changing

• Fact sheet: Change of business structure farmer n n n

• Fact sheet: Change of business structure trader n n n

• Procedure: Business structures - changing n

• Script: Change of business structure n

Business structures - options

• Fact sheet: Business structures n n n

• Procedure: Business structures - options n

• Script: Business structures n

Client - annual service plan

• Procedure: Client annual service plan n

• Form: Annual client service plan n

Client - general ledger setup

• Procedure: Client - general ledger set up n

Client - payment of accounts

• Procedure: Client - payment of accounts n

Client - printing and binding reports

• Procedure: Client - printing and binding reports n

Client bank accounts

• Procedure: Client bank accounts n

• Guide: Operating client bank accounts n

• Client letter: Client bank accounts - sample letter 20ths

n

• Client letter: Client bank accounts - sample letter rental

n

• Client letter: Client bank accounts - sample letter emergency

n

• Client letter: Client bank accounts - terms of engagement

n

• Form: Client bank accounts - register of signing authorities

n

Client gift expenses

• Fact sheet: Client gift expenses n n n

• Procedure: Client gift expenses n

• Script: Client gift expenses n

Client profiles

• Procedure: Client profiles n

• Form: Client profile - sole trader n

• Form: Client profile - partnership n

• Form: Client profile - company n

• Form: Client profile - trust n

Commission based insurance agents and GST

• Fact sheet: GST and commission based insurance agents

n n n

• Procedure: Commission based insurance agents and GST

n

• Script: GST and commission based insurance agents

n

Contractors schedular payments and withholding tax

• Fact sheet: Contractors and schedular payments n n n

• Procedure: Contractors schedular payments and withholding tax

n

• Script: Contractors and schedular payments n

Correspondence - E-filing

• Procedure: Correspondence - E-filing n

• Letter: GST - E-file example n

Depreciation - building fit-out

• Procedure: Depreciation - building fit-out n

• Checklist: Depreciation transitional rule n

Disputes - IRD issued default assessment

• Fact sheet: Disputes - IRD issued assessment n n n

• Fact sheet: Disputes - IRD issued assessment outside time limit

n n n

Income tax continued


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• Procedure: Disputes - IRD issued default assessment

n

• Script: Disputes - IRD issued assessment n

• Script: Disputes - IRD issued assessment outside time limit

n

• Client letter: Disputes cover letter n

Disputes - IRD issued NOPA

• Fact sheet: Disputes - IRD NOPA n n n

• Fact sheet: Disputes - IRD NOPA sent to agent n n n

• Fact sheet: Disputes - IRD NOPA outside time limit

n n n

• Procedure: Disputes - IRD issued NOPA n

• Script: Disputes - IRD issued NOPA n

• Script: Disputes - IRD issued NOPA outside time limit

n

Disputes - taxpayer mistake

• Fact sheet: Disputes - I need to amend a mistake

n n n

• Fact sheet: Disputes - amend a mistake outside time limit

n n n

• Procedure: Disputes - taxpayer mistake n

• Script: Disputes - mistake in tax return n

• Script: Disputes - mistake in tax return outside time limit

n

Dividend preparation

• Worksheet: Dividend electronic workpapers n n

• Procedure: Dividend preparation n

Employee accommodation expenses

• Fact sheet: Employee accommodation and tax treatment

n n n

• Procedure: Employee accommodation expenses n

• Script: Employee accommodation and tax treatment

n

Employee versus independent contractors

• Fact sheet: Employee versus independent contractor

n n n

• Procedure: Employee versus independent contractor

n

• Script: Employee versus independent contractor n

Employment Relations Act and Holidays Act 2003

• Procedure: Employment Relations Act and Holidays Act 2003

n

• Script: Employment relations and holidays act n

• Fact sheet: Employment Relations and Holidays Act

n

• Checklist: Employment Relations and Holidays Act

n

Income tax continuedEntertainment Expenses

• Fact sheet: Entertainment expenses n n n

• Fact sheet: Entertainment expenses table n n n

• Procedure: Entertainment expenses n

• Script: Entertainment expenses n

FBT - preparing returns

• Worksheet: FBT calculator n n n

• Procedure: FBT - preparing returns n

FBT - workflow report

• Procedure: FBT - workflow reports n

FBT and company vehicles

• Fact sheet: FBT on company vehicles n n n

• Procedure: FBT and company vehicles n

• Script: FBT on company vehicles n

• Client letter: Motor vehicle use n

Financial statements

• Procedure: Financial statements n

Financial statements - annual planning

• Procedure: Financial statements - annual planning

n

• Checklist: Annual planning records n

• Client letter: Engagement - cover letter n

Financial Statements - annual preparation

• Procedure: Financial statements - annual preparation

n

Financial Statements - client checklist builder

• Procedure: Financial statements - client checklist builder

n

• Client letter: Client checklist n

• Client letter: Client checklist - email to client example

n

• Client letter: Client meeting - email to client example

n

• Client letter: Year end checklist cover letter for A and B clients

n

• Client letter: Client checklist - electronic completion email

n

Financial statements - client questionnaires

• Form: Client questionnaire business we do GST n n

• Form: Client questionnaire business they do GST

n n

• Form: Client questionnaire trust we do GST n n

• Form: Client questionnaire trust they do GST n n

• Form: Client questionnaire rental n n

• Form: Client questionnaire individual n n


4iknow.cch.co.nz

• Form: Client questionnaire NZ tax residency n n

• Procedure: Financial statements - client questionnaires

n

Financial statements - finalisation

• Worksheet: Tax payment wallplanner n n n

• Procedure: Financial statements - finalisation n

• Checklist: Finalisation - company n

• Checklist: Finalisation - trust n

• Checklist: Finalisation - partnership and sole trader

n

• Checklist: Finalisation - individual and non resident

n

• Client letter: Financial statements reporting n

• Worksheet: Client taxation cover sheet n

• Letter: Bank n

• Guide: Special purpose reporting n

Financial statements - interims

• Procedure: Financial statements - interims n

Financial statements - reporting requirements

• Procedure: Financial statements - reporting requirements

n

• Flowchart: Identifying which reporting framework applies to an entity

n

• Flowchart: Does a company need to report using GAAP

n

• Guide: Compilation report n

• Form: Compilation report - example n

• Form: Compilation report - basic template n

• Form: Compilation report - annual accounts - GAAP companies

n

• Form: Compilation report - annual accounts - companies SP

n

• Form: Compilation report - annual accounts - voluntary GAAP

n

• Form: Compilation report - annual accounts - non-companies special purpose

n

• Form: Compilation report - budget and cash flow

n

• Form: Compilation report - monthly management accounts

n

• Form: Compilation report - profit and cash flow n

• Form: Compilation report - sale information memorandum

n

Financial reporting changes

• Procedure: Financial reporting changes n

• Financial reporting IRD minimum requirements n

Income tax continuedFines

• Fact sheet: Fines and deductibility n n n

• Procedure: Fines n

• Script: Fines and their deductibility n

Foreign investment fund

• Fact sheet: Foreign investment fund n n n

• Fact sheet: Foreign investment fund - short version

n n n

• Procedure: Foreign investment fund n

• Script: Foreign investment fund n

Foreign Superannuation Tax Rules

• Fact sheet: Foreign superannuation tax rules fact sheet

n n n

• Procedure: Foreign superannuation tax rules n

• Script: Foreign superannuation tax rules n

Home office expenses

• Fact sheet: Home used as office expenses n n n

• Procedure: Home office expenses n

• Script: Home used as office expenses n

Income equalisation deposit scheme

• Calculator: Income equalisation deposit scheme cost benefit

n n

• Procedure: Income equalisation deposit scheme

n

• Guide: Income equalisation deposit (IED) scheme

n

• Client letter: Income equalisation deposit n

• Client letter: Income equalisation refund n

• Client letter: Income equalisation deposit and refund adverse event

n

Income tax - audit

• Procedure: Income tax - audit n

• Form: IRD health check n

Income tax - filing elections with IRD

• Procedure: Income tax - filing elections with IRD n

• Client letter: Election to enter herd scheme n

• Client letter: Election to add additional classes of livestock

n

• Client letter: Election to defer fertiliser expenditure

n

• Client letter: Election to claim deferred fertiliser expenditure

n

• Client letter: Election as provisional taxpayer n

• Client letter: Election not to depreciate an asset n


5iknow.cch.co.nz

Income tax - filing returns

• Procedure: Income tax - filing returns n

• Worksheet: Tax return filed report example n

• Worksheet: Tax return filed report n

Income tax - foreign investments

• Procedure: Income tax - foreign investments n

• Guide: FIF tax rules for individuals and family trusts

n

Income tax - foreign superannuation

• Procedure: Income tax - foreign superannuation n

• Client letter: Foreign superannuation n

• Flowchart: Foreign superannuation decision tree

n

Income tax - preparing tax forecasts

• Procedure: Income tax - preparing tax forecasts n

• Worksheet: Income tax forecast n

• Client letter: Tax forecast reporting n

Income tax - receipting of income tax payments

• Procedure: Income tax - receipting of income tax payments

n

Income tax returns

• Procedure: Income tax returns n

• Worksheet: Tax return planning n

• Checklist: Income tax return preparation IR4 n

• Checklist: Tax return preparation - IR7L/P partnerships and look-through companies (LTCs)

n

• Checklist: Tax return preparation - IR6 estate or trust

n

• Checklist: Tax return preparation - IR3 individual

n

• Checklist: Tax return preparation - IR10 n

Inland revenue - processing assessments

• Procedure: Inland revenue - processing assessments

n

• Client letter: Income tax request for reassessment - rental losses

n

• Client letter: Income tax request for reassessment - dividends

n

• Script: Tax refund error n

• Client letter: Tax refund incorrect period n

• Client letter: Tax refund incorrect period client authority

n

Interest and principal calculators

• Calculator: Interest n n

Income tax continued• Calculator: Mortgage interest n n

• Procedure: Interest and principal calculators n

IRD - applying for IRD registrations

• Procedure: IRD - applying for IRD registrations n

• Letter: IRD registration fax header n

IRD - disputes resolution

• Procedure: IRD - disputes resolution process n

• Guide: Tax disputes overview n

• Guide: Adjudication phase n

• Guide: Conference phase n

• Guide: Taxpayer issued NOPA n

• Guide: IRD issued NOPA n

• Guide: NOPA phase n

• Letter: NOPA n

• Worksheet: Disputes - NOPA n

• Guide: NOR phase n

• Letter: NOR n

• Worksheet: Disputes - NOR n

• Guide: Opt out phase n

• Guide: SOP phase n

• Letter: SOP n

• Letter: Disputes letter to IRD - acceptance n

• Letter: Disputes letter to IRD - part acceptance n

• Letter: Disputes letter to IRD - rejection n

• Letter: Disputes letter to IRD - opt out request n

• Form: Disputes process file tabs n

• Form: Disputes - records required n

KiwiSaver

• Fact sheet: KiwiSaver n n n

• Procedure: KiwiSaver n

• Script: KiwiSaver n

• Letter: Employment letter continuing kiwiSaver n

• Letter: Employment letter opt-out of kiwiSaver n

• Letter: KiwiSaver letter existing employee joining

n

• Letter: KiwiSaver letter changing contribution rate

n

• Letter: Career development review salary n

• Form: Formal acknowledgement n

• Form: Document of variation n

Livestock Valuation Methods

• Fact sheet: Livestock valuation methods n n n


6iknow.cch.co.nz

• Fact sheet: Livestock valuation herd scheme values

n n n

• Procedure: Livestock valuation methods n

• Script: Livestock valuation methods n

• Client letter: Livestock valuation methods n

Minimum wage rates

• Fact sheet: Minimum wage rates n n n

• Procedure: Minimum wage rates n

• Script: Minimum wage rates n

Mixed use assets

• Fact sheet: Mixed use assets n n n

• Procedure: Mixed use assets n

• Script: Mixed use assets n

• Form: Mixed use assets record n

• Form: Keeping track of mixed usage n

Mixed use Assets - calculate GST and income tax

• Calculator: Mixed use assets n n

• Procedure: Mixed use assets - calculate GST and income tax

n

Parental leave - employers

• Fact sheet: Parental leave - employers n n n

• Procedure: Parental leave - employers n

• Script: Parental leave - employers n

Parental leave - self-employed

• Fact sheet: Parental leave - self-employed n n n

• Procedure: Parental leave - self-employed n

• Script: Parental leave - self-employed n

Partnership formation

• Procedure: Partnership formation n

• Checklist: Partnership formation n

• Client letter: Partnership letter with checklist n

• Form: Partnership - information required n

• Form: Limited partnership - information required

n

• Form: Partnership agreement n

• Client letter: Partnership letter with enclosures n

• Checklist: New partnership n

Partnerships and allocating profits

• Fact sheet: Partnerships - allocation of profits n n n

• Procedure: Partnerships and allocating profits n

• Script: Partnerships - allocation of profits n

PAYE intermediary subsidy

• Fact sheet: PAYE intermediary subsidy n n n

Income tax continued• Procedure: PAYE intermediary subsidy n

• Script: PAYE intermediary subsidy n

PAYE - returns due report

• Procedure: PAYE - returns due report n

Payments to spouses

• Fact sheet: Payments to spouse n n n

• Procedure: Payments to spouses n

• Script: Payments to spouse n

• Letter: Payments to spouses - letter to IRD n

Personal Property Securities Act 1999

• Fact sheet: Personal Property Securities Act 1999

n n n

• Procedure: Personal Property Securities Act 1999 n

• Script: Personal Property Securities Act 1999 n

PPSR discharge

• Fact sheet: PPSR discharge n n n

• Fact sheet: Securities Interest Report via PPSR n n n

• Procedure: PPSR discharge n

• Script: PPSR discharge n

• Letter: PPSR - formal request for discharge n

Property and tax

• Fact sheet: Property and tax n n n

• Procedure: Property and tax n

• Script: Property and tax n

Provisional tax

• Fact sheet: Understanding the provisional tax system

n n n

• Procedure: Provisional tax n

• Script: Provisional tax n

Provisional tax - managing payments

• Procedure: Provisional tax - managing payments

n

• Guide: Income tax - payment dates n

Provisional tax calculation

• Procedure: Provisional tax calculation n

Provisional tax estimates

• Procedure: Provisional tax estimates n

Provisional tax - voluntary payments

• Procedure: Provisional tax - voluntary payments up to 2017 income year

n

• Procedure: Provisional tax - voluntary payments 2018 income year onwards

n

Public holidays and closedown periods

• Procedure: Public holidays and closedown periods

n


7iknow.cch.co.nz

• Script: Public holidays n

QCs and LTCs

• Fact sheet: QCs and LTCs - Explaining the features report

n n n

• Procedure: QCs and LTCs n

• Script: QC and LTC - explaining the features n

• Guide: QCs and LTCs - comparison with companies

n

Reimbursing allowances

• Fact sheet: Reimbursing allowances paid to employees

n n n

• Procedure: Reimbursing allowances n

• Script: Reimbursing allowances paid to employees

n

Rental properties - structures and expenses

• Fact sheet: Rental properties ownership expenses

n n n

• Fact sheet: Rental deductibility table n n n

• Procedure: Rental properties - structures and expenses

n

• Script: Rental properties ownership expenses n

Reporting requirements for charities

• Fact sheet: Reporting requirements for charities n n n

• Procedure: Reporting requirements for charities n

• Script: Reporting requirements for charities n

RWT - returns due report

• Procedure: RWT - returns due report n

Sales and purchases (business)

• Procedure: Sales and purchases (business) n

• Guide: Sales and purchases (business) n

Shareholder remuneration

• Fact sheet: Shareholder remuneration n n n

• Procedure: Shareholder remuneration n

• Script: Shareholder remuneration n

Shareholder remuneration review

• Procedure: Shareholder remuneration review n

• Client letter: Shareholder remuneration review

• Checklist: Shareholder remuneration n

Simplifying tax

• Fact sheet: Simplifying tax n n n

• Procedure: Simplifying tax n

• Script: Simplifying tax n

Sponsorship expenses

• Fact sheet: Sponsorship n n n

Income tax continued• Procedure: Sponsorship expenses n

• Script: Sponsorship n

Statements of financial performance

• Worksheet: Statement of financial performance n n

• Procedure: Statements of financial performance n

Stocktake

• Fact sheet: Stocktake n n n

• Procedure: Stocktake n

• Script: Stocktake n

• Worksheet: Stock sheet n

• Checklist: Stocktake n

• Script: Stocktake reminder n

Student allowances and loans

• Fact sheet: Student allowances and loans n n n

• Fact sheet: Student allowances and loans short form

n n n

• Fact sheet: Student loan repayments n n n

• Procedure: Student allowances and loans n

• Script: Student allowances and loans n

Student allowance - statement of income

• Procedure: Student allowances - statement of income

n

• Form: Student allowance - detailed statement of income

n

• Letter: Statement of income n

• Client letter: Student allowance n

Tax - engaging a tax specialist

• Procedure: Tax - engaging a tax specialist n

• Client letter: Engagement letter introducing tax specialist

n

Tax - NZ residence

• Calculator: Tax - NZ residence n n

• Worked example: Tax - NZ residence calculator n n

• Procedure: Tax - NZ residence n

• Checklist: Tax - NZ residence n

Tax - resolving tax debt process

• Procedure: Tax - resolving tax debt process n

• Guide: Tax debt process map n

• Form: Tax debt cover sheet n

• Form: Tax debt - records required n

• Letter: Summary of account n

• Flowchart: Resolving tax debt decision tree n

• Guide: Tax debt - meeting preparation n

• Client letter: Tax debt - fee proposal n


8iknow.cch.co.nz

• Guide: Using the tax debt decision tree n

• Guide: Payment - pre-emptive n

• Guide: Payment - full payment n

• Guide: Payment - lump sum and instalments n

• Guide: Payment - instalment n

• Guide: Payment - lump sum and write off n

• Guide: Payment - lump sum instalment and write off

n

• Guide: Payment - instalment and write off n

• Guide: Payment - hardship relief n

• Guide: Payment - remission of penalties n

• Client letter: Tax debt - instalment arrangement n

• Client letter: Tax debt - full payment n

• Client letter: Tax debt - lump sum and instalments

n

• Client letter: Tax debt - lump sum and write off n

• Client letter: Tax debt - lump sum instalments and write off

n

• Client letter: Tax debt - instalment and write off n

• Client letter: Tax debt - hardship and write off n

Tax debt - accountant ID

• Fact sheet: Tax debt - accountant IDs issue no penalties

n n n

• Fact sheet: Tax debt - accountant IDs issue LPP changed

n n n

• Procedure: Tax debt - accountant ID n

• Script: Tax debt - accountant ID n

• Client letter: Tax debt cover letter n

Tax debt - IRD audit or dispute

• Fact sheet: Tax debt - audit or dispute no penalties

n n n

• Fact sheet: Tax debt - audit or dispute LPP charged

n n n

• Procedure: Tax debt - IRD audit or dispute n

• Script: Tax debt - IRD audit or dispute n

Tax debt - IRD legal

• Fact sheet: Tax debt - IRD legal n n n

• Procedure: Tax debt - IRD legal n

• Script: Tax debt - IRD legal n

Tax debt - IRD notice

• Fact sheet: Tax debt - late payment no penalties n n n

• Fact sheet: Tax debt - LPP charged n n n

• Procedure: Tax debt - IRD notice n

• Script: Tax debt - IRD issued notice n

Income tax continued• Client letter: Tax debt - remission n

Tax - finalising tax debt

• Procedure: Tax - finalising tax debt n

• Client letter: Tax debt - arrangement confirmation

n

• Letter: Tax debt - acknowledgement to IRD n

Tax - risk management review

Procedure: Tax - risk management review n

Tax - sale and purchase of land

• Procedure: Tax - sale and purchase of land n

• Guide: Purchase of land - tax consequences training

n

• Checklist: Purchase of land n

• Guide: Sale of land - tax consequences training n

• Checklist: Sale of land n

• Flowchart: Sale of land - tax consequences n

Tax refunds

• Procedure: Tax refunds n

• Script: Tax transfer n

• Client letter: Tax refund transfer n

• Client letter: Tax refund transfer client authority n

• Form: Tax refund client authority n

• Client letter: Tax refund authority n

• Client letter: Tax refund fees deducted n

• Client letter: Tax refund fees offset n

• Client letter: Income tax refund n

• Client letter: Tax refund direct credit n

Tax Management NZ - tax pooling, tax financing and tax purchasing

• Procedure: Tax Management NZ - tax pooling, tax financing and tax purchasing

n

• Guide: Tax Management NZ n

• Procedure: Tax Management NZ - Register to use the services

n

• Procedure: Tax Management NZ - Finance provisional tax payments

n

• Procedure: Tax Management NZ - Purchase provisional tax catch up payments

n

• Procedure: Tax Management NZ - purchase income tax year end payment

n

Terms of trade

• Fact sheet: Terms of trade n n n

• Procedure: Terms of trade n

• Script: Terms of trade n

• Form: Terms of trade example 1 n


9iknow.cch.co.nz



• Form: Credit control application n

Travel allowances

• Fact sheet: Travel allowances n n n

• Procedure: Travel allowances n

• Script: Travel allowances n

Travel expenses

• Fact sheet: Travel expenses, domestic and international

n n n

• Procedure: Travel expenses n

• Script: Travel expenses, domestic and international

n

Trust administration and legal costs

• Fact sheet: Trust administration and legal costs n n n

• Procedure: Trust administration and legal costs n

• Script: Trust administration and legal costs n

Use of money interest

• Fact sheet: Use of money interest n n n

• Procedure: Use of money interest n

• Script: Use of money interest n

Use of money interest calculation

• Procedure: Use of money interest calculation n

Vehicles - lease or buy

• Fact sheet: Vehicles - lease or buy n n n

• Procedure: Vehicles - lease or buy n

• Script: Vehicles - lease or buy n

• Worksheet: Vehicle - buy vs lease vs HP asset analysis

n

Wage subsidies

• Fact sheet: Wage subsidies n n n

• Procedure: Wage subsidies n

• Script: Wage subsidies n

Workflow - logging client work

• Procedure: Workflow - logging client work n

Income tax continuedWorking for families

• Fact sheet: Working for families n n n

• Procedure: Working for families n

• Script: Working for families n

Working for families tax credits

• Procedure: Working for families tax credits n

• Checklist: Working for families tax credit eligibility

n

• Guide: Working for families tax credit n

Working for families tax credits calculation

• Calculator: Working for families kit n n

• Procedure: Working for families tax credits calculation

n

• Checklist: Working for families calculation n

Workpapers Procedure

• Calculator: Loss limitation kit n n n

• Calculator: FBT n n n

• Fact sheet: ACC and making a claim n n n

• Worksheet: Electronic workpapers for completing Annual Financial Statements for general business

n n

• Worksheet: Electronic workpapers static - Electronic workpapers with limited functionality and without connectivity to the GL

n n

• Worksheet: Electronic workpapers livestock n n

• Worksheet: Electronic workpapers livestock static

n n

• Calculator: FIF n n

• Worked example: FIF training guide n n

• Calculator: Provisional tax n n

• Calculator: Use of money interest n n

• Procedure: Workpapers and calculators n

• Procedure: Electronic workpapers for iFirm n

• Procedure: ACC and claims n

• Script: ACC and making a claim n

• Letter: FAQ report - cover letter n


10

GSTGST - advising changes to IRD

• Procedure: GST - advising changes to IRD n

• Letter: Advice of business changes to IRD n

• Letter: Advice of GST changes to IRD n

GST - annual reconciliation

• Procedure: GST - annual reconciliation n

• Letter: GST adjustment n

GST - audit

• Procedure: GST - audit n

• Guide: Shortfall penalties n

GST - private use adjustments

• Calculator: GST apportionment n n

• Guide: GST apportionment calculator examples n n

iknow.cch.co.nz

Business


Accelerate Newsletters

• Guide: Newsletter - Accelerate n n n

• Newsletter each month in a number of formats: Word, MailChimp template, blog file for import and accompanying social media posts

n n n

Business Fitness coaching programme

• Procedure: Business fitness coaching programme

n

• Form: Business coaching referral note n

• Checklist: Business improvement n

• Script: Business coaching referral n

• Form: Business focus meeting agenda n

• Form: Business coaching action plan n

• Client letter: Business coaching n

Business Fitness coaching library resources

Beginning and buying a business

• Guide: Buying a business n n n

• Guide: Companies n n n

• Guide: Partnerships n n n

• Guide: Sole trader n n n

• Guide: Family trusts n n n

• Guide: Legislative requirements n n n

• Guide: Insurances n n n

• Form: Working capital required n n

• Checklist: Insurances n

• Checklist: Buying a business - issues to consider

n

• Checklist: Due diligence - Buying a business n

• Checklist: Due diligence - Information request n

Financial management

• Calculator: Debtors days outstanding n n

• Calculator: Breakeven point n

• Guide: ACC levies n

• Form: Ratio analysis n

Accounting systems

• Guide: Motor vehicle deductions n n n

Business systems

• Guide: Business systemisation n n n

11

• Procedure: GST - private use adjustments n

• Procedure: GST - private use adjustments sole traders

n

• Procedure: GST - private use adjustments trusts and partnerships

n

• Procedure: GST - private use adjustments sole traders trusts and partnerships

n

GST - processing assessments

• Procedure: GST - processing assessments n

• Client letter: GST refund n

GST - processing large refunds

• Procedure: GST - processing large refunds n

• Checklist: GST - property sale and purchase n

GST - return control

• Procedure: GST - return control n

• Form: GST - GST returns filed n

GST - returns and management reports

• Procedure: GST - Returns and management reports

n

• Checklist: GST - client questionnaire n

• Checklist: Management reports n

GST - returns due and mail merges

• Procedure: GST - returns due and mail merges n

• Client letter: GST - requesting GST information n

• Form: GST fax or compliment slip n

GST - risk management

• Procedure: GST - risk management n

• Client letter: GST - engagement n

• Checklist: GST - high risk clients n

GST and provisional tax payment options

• Procedure: GST and provisional tax payment options

n

• Client letter: Provisional tax payment options n

• Guide: Income tax - payment dates n

• Guide: GST ratio method n

• Client letter: GST ratio method n

GST and overseas suppliers

• Fact sheet: GST and overseas suppliers n n n

• Procedure: GST and overseas suppliers n

• Script: GST and overseas suppliers n

• Client letter: Remote supplier advice re GST n

GST ratio open

• Fact sheet: GST ratio option n n n

• Procedure: GST ratio option n

• Script: GST ratio option n

GST continued

iknow.cch.co.nz

Business continued


• Guide: Process management n n n

• Form: Procedure template n

• Form: Checklist template n

• Form: Script template n

Human resources

• Guide: Employment kit n n n

• Guide: Recruitment n n n

• Guide: Writing position descriptions n n n

• Guide: Placing an ad n n n

• Guide: Interviewing n n n

• Guide: Skills testing n n n

• Guide: Behavioural profiling n n n

• Guide: Induction n n n

• Guide: Performance management n n n

• Guide: Dismissal guidelines n n n

• Guide: Trial and probation n n n

• Guide: Building an employment agreement n n n

Pricing and margins

• Guide: Pricing n n n

• Guide: Should you be increasing your prices? n n n

• Guide: Should you be discounting your price? n n n

• Calculator: Increasing prices n n

• Calculator: Discounting prices n n

• Calculator: Charge rates n n

• Checklist: Gross profit n

Debtor management

• Guide: Debtor management kit n n n

• Guide: Debt factoring n n n

• Guide: Terms of trade n n n

• Guide: Legal remedies for debt n n n

• Script: Debtor telephone n

• Sample letter: Debtor management n

Technology in business

• Guide: Technology in business kit n n n

• Guide: Software applications in small business n n n

• Guide: Telecommunications in small business n n n

• Guide: Computers in small business n n n

Customer management

• Guide: Customer management kit n n n

• Guide: Customer service n n n

• Guide: Client databases n n n

• Guide: Loyalty and reward systems n n n

• Guide: Managing queries and complaints n n n

• Guide: Surveys and market research n n n

• Guide: Customer advisory board n n n

• Guide: Market research survey planning n n n

• Checklist: Mystery shopper n

• Checklist: Appointments n

• Checklist: Contact n

• Checklist: Telephone answering n

• Script: Telephone - helpful telephone guidelines n

• Checklist: Database management n

• Form: Complaint n

• Checklist: Professional complaint handling n

• Form: Query log n

Marketing and selling

• Guide: Marketing n n n

• Guide: Branding and promotions n n n

• Guide: Advertising n n n

• Guide: Direct marketing n n n

• Guide: Sales n n n

• Checklist: Marketing plan n

• Form: Promotion plan template n

• Checklist: Sales visit n

• Checklist: Quoting n

Exporting

• Guide: Exporting n n n

• Guide: Exporting web link n n n

Risk management

• Guide: Risk management n n n

• Checklist: Risk management audit n

• Checklist: Disaster recovery n

Directorship

• Guide: Directors n n n

Time management

• Guide: Managing your time n n n

• Form: Daily time log worksheet n

• Form: Time quadrant worksheet n

• Checklist: Time management n

• Form: Your energy cycle worksheet n

Family businesses

• Guide: Family businesses n n n

• Checklist: Family business n

12iknow.cch.co.nz

Profit improvement

• Guide: Key traits of a successful business n n n

• Guide: Establishing the key performance indicators in your business

n n n

Succession planning

• Guide: Succession planning n n n

Selling your business

• Guide: Selling your business n n n

• Guide: Valuation of a business n n n

• Checklist: Selling your business n

Retirement planning

• Guide: Retirement planning n n n

Other business advisory proceduresAccounting systems evaluation

• Procedure: Accounting systems evaluation n

• Checklist: Accounting systems evaluation n

Appraisals

• Guide: Buying a business n n n

• Guide: Business appraisals preparation n n n

• Procedure: Appraisals n

• Client letter: Business appraisal n

• Checklist: Business appraisal preparation n

• Form: Business appraisal questionnaire n

Business needs assessment

• Guide: Business needs flow chart n n n

• Procedure: Business needs assessment n

• Form: Business needs analysis n

• Form: Business needs analysis n

• Form: Business needs analysis - farming n

• Sample letter: Business needs analysis n

• Form: Business needs analysis email example n

• Form: Business needs summary of issues n

Business plan preparation

• Procedure: Business plan preparation n

• Client letter: Business plan - engagement and quote

n

Buying or setting up a business

• Procedure: Buying or setting up a business n

• Script: Buying or setting up a business - help me buy a business

n

• Client letter: Guide to buying a business cover letter

n

Business continued• Script: Buying or setting up a business - help

me set up a new businessn

• Client letter: Setting up a business cover letter n

Confidentiality agreements

• Procedure: Confidentiality agreements n

• Form: Confidentiality agreement n

Customer advisory board facilitation

• Guide: Customer advisory board n n n

• Procedure: Customer advisory board facilitation n

• Script: Customer advisory board n

• Client letter: Customer advisory board n

• Client letter: Customer advisory board invitation n

• Checklist: CAB follow up n

• Checklist: CAB client n

• Checklist: CAB facilitator n

• Form: Customer advisory board key issues n

• Form: Customer advisory board action report n

• Client letter: Customer advisory board thank you n

Directors meetings - facilitation

• Guide: Directors meetings - facilitation n n n

• Procedure: Directors meetings - facilitation n

• Form: Directors meetings - board papers n

• Form: Directors meetings - action plan n

• Checklist: Directors n

Financing

• Procedure: Financing n

• Checklist: Business financing n

KPI monitoring

• Procedure: KPI monitoring n

• Form: Retailer business review questionnaire n

• Form: Manufacturing business review questionnaire

n

• Form: Service provider business review questionnaire

n

• Checklist: Specialist KPIs for accommodation and foods

n

• Checklist: Specialist KPIs for construction and engineering

n

• Checklist: Specialist KPIs for customer service n

• Checklist: Specialist KPIs for HR management n

• Checklist: Specialist KPIs for manufacturing n

• Checklist: Specialist KPIs for property management

n


13iknow.cch.co.nz

Business continued


• Checklist: Specialist KPIs for sales and marketing n

• Checklist: Specialist KPIs for wholesale and retail n

• Worksheet: KPI selection n

• Form: KPI monthly report n

Management control plans

• Procedure: Management control plans n

• Form: Management meeting agenda n

Planning days

• Procedure: Planning days n

• Checklist: Business development services - client selection

n

• Guide: Planning days - internal n

• Client letter: Planning day engagement n

• Client letter: Planning day confirmation n

• Form: Planning day agenda n

• Checklist: Planning day n

• Guide: Business improvement process - client business

n

• Fact sheet: Planning day n

• Fact sheet: Planning day action plan n

• Client letter: Planning day covering n

• Form: Client monthly management meeting agenda

n

• Form: Client monthly management meeting minutes

n

Planning sessions

• Guide: Planning session n n n

• Procedure: Planning sessions n

• Form: Planning session agenda n

Profit and cash flow forecasts

• Procedure: Profit and cash flow forecasts n

• Letter: Profit and cash flow n

• Checklist: Budget preparation n

• Form: Profit and cash flow plan n

Profit improvement potential model

• Calculator: Profit improvement potential n n

• Procedure: Profit improvement potential model n

Property management services agreement

• Procedure: Property management services agreement

n

• Form: Property management services agreement n

Sale reports

• Procedure: Sale reports n

• Sample letter: Sale information memorandum n

• Checklist: Sale information memorandum n

• Form: Sale information memorandum n

Succession planning procedure

• Procedure: Succession planning n

• Form: Succession and sale of business n

• Form: Succession planning seminar invitation n

• Form: Succession action plan n

• Client letter: Succession planning engagement n

• Checklist: Succession planning n

Valuations

• Procedure: Valuations n

• Guide: Business valuations - internal n

• Worksheet: Business valuation workbook n

• Client letter: Business valuation engagement (non independent)

n

• Client letter: Business valuation engagement (independent)

n

• Client letter: Business valuation information required

n

• Client letter: Business valuation draft report n

• Client letter: Business valuation letter of representation

n

• Client letter: Business valuation report n

Virtual CFO

• Procedure: Virtual Chief Financial Officer (CFO) n

• Client letter: VCFO proposal n

AdministrationBanking

• Procedure: Banking n

Computer system

• Procedure: Computer system - backups n

• Procedure: Computer system - restoring from backups

n

• Procedure: Computer system - update practice software

n

• Procedure: Practice management software - installing updates

n

Correspondence

• Procedure: Correspondence - filing n

• Procedure: Filing correspondence example n

• Procedure: Correspondence - writing n

Couriers

• Procedure: Couriers n

• Form: Courier log n

14iknow.cch.co.nz

Dealing with death

• Procedure: Dealing with death n

• Letter: Dealing with death - letter to solicitor n

• Letter: Dealing with death - executor letter to IRD n

• Letter: Dealing with death - KiwiSaver n

• Letter: Dealing with death: letter to IRD n

• Checklist: Dealing with death n

Debtor control

• Procedure: Debtor control n

• Guide: Eleven keys to prompt payment n

• Letter: Debtors - 1st letter to debtor n

• Script: Second telephone call to overdue debtor n

• Letter: Debtors - 2nd letter to debtor n

• Letter: Debtors - 3rd letter to debtor n

Debtor management - feeSmart

• Procedure: Debtor management - feeSmart n

• Letter: feeSmart sample debtors n

• Guide: feeSmart sample newsletter article n

• Guide: feeSmart - 10 things the firm should know n

• Form: feeSmart forms for approval n

• Form: feeSmart clients list n

Debtor receipting

• Procedure: Debtor receipting n

Debtor reconciliation

• Procedure: Debtor reconciliation n

• Form: Bank receipts reconciliation n

Fees

• Procedure: Fees n

• Form: Fees preparation sign off n

File naming and saving protocols

• Procedure: File naming and saving protocols n

• Guide: File naming and saving example n

Fixed assets control

• Procedure: Fixed assets control n

• Form: Fixed asset register n

Insurance register and review

• Procedure: Insurance register and review n

• Form: Risk insurance schedule n

Mail handling

• Procedure: Mail handling n

• Form: Mail ledger n

Business continued


Office security and maintenance

• Procedure: Office security and maintenance n

• Form: Key and alarm monitoring n

• Form: Maintenance authorisation n

Ordering goods and services

• Procedure: Ordering goods and services n

• Form: Purchase order n

Payment of accounts

• Procedure: Payment of accounts n

• Procedure: Payment of accounts for the firm n

• Procedure: Payment of accounts - auto payments and direct debits

n

• Procedure: Payment of accounts - desk banking n

• Procedure: Client - payment of accounts n

Payroll and PAYE

• Procedure: Payroll and PAYE n

Petty cash

• Procedure: Petty cash n

Practice management - changing firm details

• Procedure: Practice management - changing firm details

n

• Letter: Changing firm details n

• Checklist: Changing firm details n

• Letter: Changing client manager n

Reception maintenance

• Procedure: Reception maintenance n

Stationery and office supplies

• Procedure: Stationery and office supplies n

• Form: Stationery requirements n

• Form: Office shopping requirements n

• Form: Principal suppliers n

Telephone answering

• Procedure: Telephone answering n

Timesheets

• Procedure: Timesheets n

Trust account administration

• Procedure: Trust account administration n

• Letter: Trust account bank notice n

• Form: Trust account - client authorisation for deposit

n

• Form: Trust account - client authorisation for withdrawal

n

• Client letter: Trust account - confirmation of withdrawal of funds

n

15iknow.cch.co.nz

ClientsAppointments

• Procedure: Appointments n

• Form: Appointment detail n

• Client letter: Appointments - confirmation of appointment

n

Client categorisation

• Procedure: Client categorisation n

• Form: Client categorisation n

• Client letter: Letter to a D client n

Client queries and complaints

• Procedure: Client queries and complaints n

• Script: Dealing with complaints n

• Client letter: Complaints - reply n

Client records folders

• Procedure: Client records folders n

• Form: Client records folders tabs n

• Client letter: Client records folders n

• Form: Client records folders instructions for use n

Returning records

• Procedure: Returning records n

• Form: Records return cover sheet n

Client screening

• Procedure: Client screening n

• Form: Client screening questions n

Contact

• Procedure: Contact n

• Script: Greeting a visitor n

• Form: Refreshments menu n

• Form: Visitor log n

Deletions

• Procedure: Deletions n

• Client letter: Ethical clearance - deleted client n

• Checklist: Deletion of client n

• Checklist: CCH iFirm contact archive n

Fee queries

• Procedure: Fee queries n

• Client letter: Fee queries letter invoice in order n

• Client letter: Fee queries letter credit note n

• Client letter: Fee queries letter service quality in order

n

• Client letter: Fee queries letter service quality deficiency

n

Business continued


• Worksheet: Fee analysis spreadsheet n

• Client letter: Fee queries letter fee analysis n

Feedback from clients

• Procedure: Feedback from clients n

• Client letter: Feedback - covering text for letter or email

n

• Form: Feedback on completion of work n

• Form: Feedback - annual feedback n

• Form: Feedback - service standards n

Fixed price agreement preparation

• Calculator: Fixed price agreement n n

• Procedure: Fixed price agreement preparation n

• Client letter: Fixed price agreement n

• Form: Automatic payment n

IRD online service - client maintenance

• Procedure: IRD online service - client maintenance

n

• Form: IRD information authority n

Meetings - new clients

• Procedure: Meetings - new clients n

• Guide: Meetings - tips for a successful meeting n

• Guide: Why clients change accountants n

• Guide: Ideal client profile n

• Form: Meeting agenda - new clients n

• Form: Prospect tracking sheet n

• Client letter: Prospect follow up n

• Form: Authority to act as accountant n

• Form: New client and MYOB setup n

• Form: New client detail n

New clients

• Procedure: New clients n

• Flowchart: New client setup n

• Checklist: Welcome kit preparation n

New clients - administration

• Procedure: New clients - administration n

• Form: CCH iFirm contact setup n

• Letter: Ethical clearance letter on acceptance of engagement

n

• Client letter: Referral thank you n

• Checklist: New clients n

New Clients - welcome Pack

• Procedure: New clients - welcome pack n

• Client letter: Engagement - new clients n

16iknow.cch.co.nz

Business continued• Client letter: New client welcome n

• Client letter: Our relationship n

• Form: Deed of guarantee for company n

New clients - setup

• Procedure: New clients - setup n

Strategic proceduresATE application

• Procedure: ATE application n

• Letter: ATE cover letter n

Mentor application

• Procedure: Mentor application n

• Form: Registered mentor status cover letter n

Practice review preparation

• Procedure: Practice review preparation n

• Guide: Practice review preparation n

• Form: Practice review preparation action plan n

Strategic planning day

• Procedure: Strategic planning day n

• Form: Strategic planning day agenda n

• Form: Organisation chart n

• Guide: SWOT analysis guidelines n

• Form: SWOT analysis n

• Form: Client analysis summary n

• Form: Client services summary n

• Form: Pricing summary n

• Form: Team member summary n

• Form: Marketing summary n

• Form: Trading history and KPI summary n

• Guide: Team effectiveness exercise n

• Form: Strategic planning day action plan n

• Form: Strategic planning day debrief n

MarketingPress kits

• Procedure: Press kits n

• Checklist: Press kit preparation n

Seminars

• Procedure: Seminars n

• Client letter: Seminar invitation n

• Form: Seminar registration n

• Script: Seminar invitation n

• Client letter: Seminar reminder n

• Client letter: Seminar invitation reminder n

• Form: Seminar booking sheet n

• Client letter: Seminar confirmation of registration

n

• Form: Seminar registration reminder - onsite n

• Form: Seminar registration reminder - online n

• Form: Seminar feedback n

• Client letter: Seminar thank you n

Policies• Policy: Areas of operation n

• Policy: Client relationships n

• Policy: Courtesy n

• Policy: Email n

• Policy: Ethics standards n

• Guide: Ethical standards - situations facing members on a regular basis

n

• Policy: Health and safety n

• Guide: Health and safety responsibilities chart n

• Policy: Mission statement n

• Policy: Quality control manual n

• Policy: Service standards for dealing with clients n

• Policy: The Privacy Act 1993 n

Knowledge base• Rates and thresholds table n


17

• Company forms and checklists *see sperate brochure for full list

n

• Company law news alerts n

• Q&As on Company law n

Companies• Practical overview of trust law n

• Trust minutes, resolutions and checklists *see sperate brochure for full list

n

• Trusts and estates law news alerts n

Trusts

iknow.cch.co.nz

EmploymentEmployment process

• Procedure: Employment process n

• Guide: Employment process diagram n

Employment - recruitment

• Guide: Trial and probation n n n

• Procedure: Employment - recruitment n

• Form: Review practice tasks n

• Guide: Employing an executive assistant (EA) n

• Guide: Employing a client services assistant (CSA)

n

• Guide: Employing a business manager n

• Form: Position analysis n

• Form: Position description n

• Form: Position description examples n

• Form: Position description - accountant n

• Form: Position description - accounting technician

n

• Form: Position description - business advisor n

• Form: Position description - business manager n

• Form: Position description - client manager n

• Form: Position description - client services assistant (CSA)

n

• Form: Position description - client services manager (CSM) or office manager

n

• Form: Position description - executive assistant (EA)

n

• Form: Position description - IT manager n

• Form: Position description - office junior n

• Form: Position description - partner or director n

• Form: Position description - receptionist n

• Form: Position description - tax administration manager

n

• Form: Position description - firm policies n

• Form: Position description - accounts receivable

n

• Guide: Recruitment - use an agency or do it yourself

n

• Guide: Drafting and placing an advertisement n

• Guide: Recruitment - sort applications and shortlist

n

• Guide: Skills testing n

• Guide: DiSC profiling n

• Guide: Reference checks n

• Form: Reference check n

• Guide: Recruitment - make decision and notify applicants

n

• Letter: Rejection email n

• Letter: Rejection n

• Form: Employment agreement n

• Letter: Recruitment - employment agreement n

• Letter: Recruitment - offer of employment n

Employment - selection

• Procedure: Employment - selection n

• Script: Interview process n

• Guide: Interviewing n

• Guide: Recruitment questions examples n

Employment - induction

• Procedure: Employment - induction n

• Checklist: Pre-induction n

• Checklist: Induction itinerary n

• Guide: Team member handbook n

• Form: New team member n

Employment - confirmation of appointment

• Procedure: Employment - confirmation of appointment

n

• Form: Review - month 1 n



• Form: Salary review n

• Form: Employment - letter confirming position n

Employment - training programmes

• Procedure: Employment - training programmes n

• Form: Individual team member training record n

• Guide: Training tools and resources n

• Checklist: Internal training n

• Form: Training feedback n

• Form: Course request n

• Form: Training and seminars planner n

• Form: Course review n

Employment - performance management

• Procedure: Employment - performance management

n

• Guide: Career development review n

• Form: Career development review n

• Form: Team member performance evaluation n

• Form: Career development action n

• Form: Career development review salary letter n

18


iknow.cch.co.nz

Employment continued


Employment - termination n

• Procedure: Employment - termination n

• Guide: Dismissal guidelines n

• Form: Employee leaving checklist n

• Form: Acceptance of resignation letter n

• Form: Giving a reference n

• Form: Exit interview questionnaire n

• Sample: Termination of employment letter n

Grievances

• Procedure: Grievances n

• Form: Grievance n

Health and safety - accident and incident reporting

• Procedure: Health and safety - accident and incident reporting

n

• Form: Accident and incident report n

• Form: Near miss or incident report n

• Checklist: Investigating an accident or incident n

Health and safety - emergencies

• Procedure: Health and safety - emergencies n

• Guide: Emergency evacuation map n

• Guide: Floor plan for exits fire extinguishers first aid kit and hose reels

n

• Form: Local service directory n

Health and safety - first aid

• Procedure: Health and safety - first aid n

• Checklist: First aid kit n

Health and safety - guidelines

• Procedure: Health and safety - guidelines n

Health and safety - visitors to the workplace

• Procedure: Health and safety - visitors to the workplace

n

• Form: Contractor induction n

KiwiSaver - administration

• Procedure: KiwiSaver - administration n

• Letter: KiwiSaver letter existing employee info pack

n

• Letter: KiwiSaver letter IRD advice existing employee joined

n

• Form: KiwiSaver information n

Leave entitlement

• Procedure: Leave entitlement n

• Form: Application for leave n

• Form: Annual leave planner n

• Form: Annual advanced accrued sick bereavement leave record

n

Personnel file

• Procedure: Personnel file n

• Form: Employee personal file tabs n

• Checklist: Employee personal file n

• Form: Expense reimbursement claim n

• Form: Standard career development n

• Form: Team member monthly report n

• Form: Client manager monthly report n

• Form: Team member annual feedback n

• Form: Holidays cash up request n

• Form: Transfer of public holidays request n

• Form: Team member change of details n

• Form: Previous employment history n

• Form: Current employment history n

• Form: Skills and qualifications record n

• Form: Training record n

• Form: Absence and lateness record n

• Form: Benefits n

Team - meetings

• Procedure: Team - meetings n

• Form: Team meeting minutes n

Training - annual schedule

• Procedure: Training - annual schedule n

• Form: List of training providers n

19

• Depreciation rate finder n n n

• NZ Annual Accounts Guide. This guide is designed to be used in conjunction with the CCH Workpapers. It offers practical tax advice to assist in the preparation of annual accounts for clients.

n n n

Free source materials

iknow.cch.co.nz


20

For more information about CCH iKnow's practical tools and research content contact the Account Manager for your area:Aaran Cavallo: NZ BDM, Business Fitness Specialist 021 430 704 [email protected]

Sunshine Metro: Auckland CBD 021 860 206 [email protected]

Ben Haarmann: Auckland N, E, SE, Northland, Rotorua, Gisborne, Tauranga 029 201 2520 [email protected]

Trish Glover: Auckland W & S, Waikato, Taranaki, Taupo & Hawkes Bay 021 430 716 [email protected]

Jodi Percy: Wellington, Lower North Island, Upper South Island 021 430 719 [email protected]

Sarah Innes: South Island excl. Nelson and Marlborough 021 430 715 [email protected]

Grant Cartwright: National Major Accounts 021 430 712 [email protected]

iknow.cch.co.nz

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