H.A.B.I.T.S. | PO Box 41 | Okaihau 0447
Tel: +64 (0)9 401 9739 - Mob: +64 (0)21 861 405

Terms & Conditions - 4 of 4

What we do, and what you do

Information we obtain in the course of completing your work is subject to confidentiality under the Privacy Act 1993. We will not disclose information to other parties without your expressed consent except as is required by law or on professional obligations.


Independence is not required for a compilation engagement. If we are aware that we are not independent of your business or entity this fact will be stated in our report. However, we will not conduct a comprehensive review to determine whether we are, or are not, independent.


If your work is to be handled by another accountant in the future we will make available information required by the Atainz Code of Ethics to enable your new advisor to provide the services we previously provided. Material you provide remains yours, and work papers we create remain our property.

We will store tax records being held on your behalf for a period of three years after the applicable balance date. After which we will return them to you to hold for a further 4 years


As noted above, we will invoice you monthly for work undertaken, or on an interim billing basis, if you are not on an agreed monthly automatic payment, and for any "extra" work commissioned.

Payment is expected by the 20th of the month following the invoice date. Fees outstanding beyond these payment terms may attract an administration charge at the rate of 2% per month.

Terms and Conditions continued:

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