Resources

Free guides, templates, and tools for New Zealand small businesses, sole traders, and rental property owners.

Xero Cashbook Alternatives: GST & Non-GST Accounting

Xero is retiring its GST Cashbook product. Here are the best alternatives for accountants managing sole traders, rental properties, and trusts — including Prosaic.

AI-Powered Cashbook: The Future of Simplified Accounting

How open banking and AI are reshaping the traditional cashbook — and what accountants need to know to stay competitive against consumer platforms like HNRY and Thriday.

How to Claim Motor Vehicle Expenses as Tax Deductions

A step-by-step guide for small business owners and sole traders to claim motor vehicle expenses as tax deductions — from keeping a logbook to choosing the right method.

How to Find Tax Deductions in Bank Statements

Bank statements contain a goldmine of potential tax deductions — here's how to find them manually, and how AI tools like Prosaic can automate the process.

AI Accounting for Small Business

How AI is transforming tax compliance and expense management for small businesses in New Zealand, Australia, and the UK — and what it means for your practice.

Preparing for Financial Year End 2024 in New Zealand: A Comprehensive Guide

A practical checklist for NZ businesses preparing for the 31 March financial year end — from reconciling records to maximising deductions and consulting your accountant.

Tax Management for Your Airbnb Property in New Zealand with 2024 GST Changes

New GST rules from April 2024 change how Airbnb hosts in New Zealand are taxed. Here's what you need to know — whether you're GST-registered or not.

Using Xero Accounting for Airbnb Property Management

A comprehensive guide to managing short-stay rental properties in Xero under New Zealand's 2024 GST changes — for both GST-registered and non-registered hosts.

Beyond Invoicing: Strategies for Freelancers to Ensure Timely Payments

Timely payments are crucial for freelance cash flow. Here are practical strategies to get paid faster — from clear payment terms to automated reminders.

From Tradie to Entrepreneur: Expanding Your Freelance Business in NZ

Practical growth strategies for NZ tradies transitioning from individual operators to business owners — from finding your niche to embracing technology.

Smart Contracting: How to Distinguish Between Contractor and Employee Roles in NZ

Misclassifying a worker as a contractor when they're actually an employee (or vice versa) can have serious legal and financial consequences in New Zealand. Here's how to get it right.

Navigating Freelance Finances: A Comprehensive NZ Guide for 2024

Essential financial management guidance for New Zealand freelancers — covering tax obligations, KiwiSaver, invoicing, emergency funds, and long-term planning.

The Sole Trader's Toolkit: Essential Resources for Managing Your Freelance Business

The right software stack can transform how you run your freelance business. Here are the key tools every New Zealand sole trader should know about.

GST Calculator NZ | Inclusive or Exclusive

Quickly calculate New Zealand GST at 15% — add GST to a price, or work backwards from a GST-inclusive total to find the exclusive amount and tax component.

Home Office Expenses Calculator Spreadsheet | GST & Income Tax Deductions

A free home office deduction template for small business owners and sole traders in NZ, Australia, and the UK — calculate income tax deductions and GST credits.

Rental Property Tax Spreadsheet (Free Excel Template)

A free Excel template for tracking rental property income and expenses in New Zealand — designed for smaller investors and first-time landlords managing their own records.

Can I Use Xero for Personal Finance and Expenses?

Xero is built for business, but can it work for personal finances too? We look at the pros, cons, and better alternatives for managing personal expenses.

The Pros and Cons of Working From Home as a Contractor

Remote work offers real benefits for contractors — but it also has genuine downsides. Here's an honest look at both sides to help you decide what works for you.

How to Use PocketSmith to Get Home Office Expenses into Xero

A step-by-step guide to exporting home office expenses from PocketSmith and importing them into Xero — so you can claim the deductions you're entitled to.

GST Returns: A Guide for NZ Businesses and Sole Traders

A step-by-step guide to completing and filing GST returns in New Zealand — including filing frequency, online submission, accounting software tips, and home office claims.

GST101A Form for Small Businesses and Sole Traders

A step-by-step guide to completing the GST101A form — New Zealand's paper GST return for businesses and sole traders who prefer to file by post.

How to Claim Home Office Expenses — A Guide for Small Business and Sole Traders

A practical guide for NZ sole traders and small business owners to claim income tax and GST deductions on home office expenses — what you can claim and how to do it.

Work from Home? Make Sure You Claim These Expenses

If you operate a business from your home in New Zealand, you're eligible to deduct a portion of household expenses. Here's what you can claim and how it works.

How to Use Xero to Claim Tax Deductions on Home Office Expenses

A step-by-step guide for GST-registered small businesses to track home office expenses in Xero and claim income tax and GST deductions — potentially hundreds of dollars monthly.