TMNZ Provisional Tax & Tax Pooling

NZ CA is an association of independent Chartered Accounting firms, proactively working together for the benefit of our clients.


The impact of Covid-19 on provisional tax and tax pooling

TMNZ’s James Stuart (Partnerships Director) and Penny Trent (Senior Client Relationship Manager) will be running a session for all NZ CA members, discussing the impact of COVID-19 on provisional tax and tax pooling to date, how tax pooling can be used to help impacted clients going forward as well as a review of some of the fundamental ways in which TMNZ can help you continue to have value add discussions with your clients around cashflow and planning. This session will provide a number of practical examples and will run for an hour with plenty of time for questions throughout. This session is eligible for CPD hours.

Recording of this presentation:

Password: NZCA-COVID-19-impact-8june2020

As mentioned during this session, here is a link to register for TMNZ's upcoming session with Richard Owen - IRD’s Customer Segment Lead for Small and Medium Enterprises. If you can spare the time, this will be a worthwhile session to attend:

Please also see the above cheat sheet looking to determine the IC impact of a tax pooling transaction. However if you do have any questions please feel free to get in touch with us – below are your relationship managers and the regions they look after:

James Stuart
Partnerships Director
M: 021 575 490

Penny Trent
Senior Client Relationship Manager
M: 021 575 866

Rachel Harris
Client Relationship Manager
Central and Lower North Island, Nelson, Otago and Southland
M: 021 575 208

Gina Brighouse
Client Relationship Manager
Auckland, Northland and Bay of Plenty
M: 021 525 939

Hayley Lambourn
Client Relationship Manager
Auckland, Waikato
M: 021 575 380

Grace Evetts
Associate Client Relationship Manager
Auckland, Waikato
M: 027 740 9703