Accounting and tax practice (New Zealand)
New Zealand. Tax authority notices, Returns and assessment copies, GST working papers, Trust files, Company register documents…
New Zealand
Accounting and tax practice (New Zealand)
Early access for New Zealand accounting and tax practices who keep client files of notices, returns, trust and company records; join the waitlist.
The problem
Where the time goes
- Client files hold notices, returns, deeds and statements in mixed formats
- Deadlines in letters are easy to miss in a large inbox
- Trust and company records are hard to find when needed
- Old paper files are scanned without any structure
What is in the early-access pack
The accounting and tax pack is available to early-access customers. Document types cover letters and notices from the tax authority, returns and assessment copies kept in the client file, GST working papers and lodgement receipts, trust deeds and resolutions with beneficiary lists and trust accounts, share registers, constitutions and Companies Office extracts, engagement letters and authorities to act, and supporting bank, loan, income and valuation statements. Supporting invoices are kept as evidence only.
Starter schemas extract fields such as client file reference, client, entity type, notice type and reference, tax year, letter date, response deadline, payment due date, amounts due, taxable income, GST totals, trustees, beneficiaries, shareholders and directors. A response deadline is read from the letter as printed and is never calculated. The extraction instructions ask for only the last three digits of the IRD number; Droqify does not currently mask these numbers. Cross-document indexes cover client file reference, client, entity, tax year, notice type and reference, deadlines and document kind. Smart folders group files into information requests, penalty and shortfall notices, audit notices, trust client files, company client files, trust deeds and share registers.
What is still being confirmed
Early-access packs are built from public form and agency guidance; some details are still being checked and may change. They have not been validated on production customer documents, and forms and fields will be confirmed with early-access customers. Reviewers compare documents using the extracted data and search; the pack does not check a file for completeness or compare documents automatically. Where your forms are not covered, your team can define additional schemas.
Where people stay in the loop
Each extracted field has a model-reported confidence score (not calibrated). When you turn on Human in the Loop for an upload, processing pauses at the steps you choose so a person can check the source document and correct the data before it continues. Documents that match no schema are flagged. The pack does not prepare or lodge returns, work out deadlines or give tax advice; your team reads each letter. Key actions are written to an audit log.
Join the waitlist
New Zealand is in early access: not yet validated on New Zealand documents with customers. If you want to try the pack on your own documents, join the waitlist and tell us about your document mix and volumes. We will follow up directly.
Documents
Documents we handle
- Tax authority notices and letters
- Returns and assessment copies
- GST working papers and lodgement receipts
- Trust deeds and resolutions
- Share registers and company extracts
- Engagement letters and authorities
- Supporting financial statements
Industry packs
Packs available
Each pack ships document types, extraction schemas, smart folders and sample questions.
FAQ
Questions we hear
Is there a New Zealand accounting pack?
Yes, in early access. It ships document types, starter schemas, cross-document indexes, sample questions and smart folders for client files. It has not been validated on production customer documents.
Does it calculate deadlines or prepare returns?
No. A deadline is read from the letter as printed. Preparing and filing returns and tax advice stay with your practice.
Are invoices processed as invoices?
No. Supporting invoices in a client file are kept as evidence, not processed for payment.
What does early access mean?
We are opening New Zealand gradually. Join the waitlist and we will contact you about fit, scope and timing. Features and availability may change. Early access: not yet validated on New Zealand documents with customers.
Where does AI processing run?
Data location can be agreed in an Order Form on Private and Enterprise plans; where AI processing runs is disclosed before you sign. Document text is processed by an AI service.