Xero-provided report templates for New Zealand

Find out about the default report templates available for your practice in Partner Edition.

Access and adjust the default report templates

Xero's default report templates are available alongside any custom templates you've set up for your practice.

Preview a template from within your practice's My Xero under the Reports tab and make any changes you need.

After you've saved the template as 'ready to use', you can use it when preparing a client's financial statements.

While we aim to deliver a thorough reporting solution, the report templates we supply are not exhaustive. You may need to adjust some templates to ensure they are appropriate for your clients.

Annual Accounts - SPFR

For New Zealand entities with annual expenses less than $30 million that are:

  • Small- to medium-sized
  • 'For-profit'
  • Not publicly accountable

Based on the External Reporting Board Tier 2 'For-Profit' entities framework and the Special Purpose Financial Reporting guidelines provided by CAANZ (Chartered Accountants Australia and New Zealand).

Templates for

Company, Trust, Partnership, Sole Trader

Reports included

  • Compilation Report
  • Directory
  • Approval of Financial Report
  • Statement of Profit and Loss
  • Balance Sheet
  • Statement of Changes in Equity
  • Depreciation Schedule
  • Note to the Financial Statements
  • Current Accounts (Company and Trust report templates only)

Public Benefit Entity - Tier 3

For NZ public benefit entities that have annual expenses less than $2 million and are not publicly accountable.

Based on the External Reporting Board Tier 3 'Public-Benefit-Entities' framework, PBE Simple Format (Accrual).

Templates for

Public Benefit Entities

Reports included

  • Compilation Report
  • Entity Information
  • Approval of Financial Report
  • Statement of Service Performance
  • Statement of Financial Performance
  • Statement of Financial Position
  • Statement of Cash Flows
  • Statement of Accounting Policies
  • Notes to the Performance Report

Public Benefit Entity - Tier 4

For New Zealand public benefit entities that have annual operating payments less than $125,000 and are:

  • Not publicly accountable
  • Permitted by legislation to report on a cash basis

Based on the External Reporting Board Tier 4 'Public-Benefit-Entities' framework, PBE Simple Format (Cash).

Templates for

Public Benefit Entities

Reports included

  • Compilation Report
  • Entity Information
  • Approval of Financial Report
  • Statement of Service Performance
  • Statement of Receipts and Payments
  • Statement of Financial Position
  • Statement of Accounting Policies
  • Notes to the Performance Report

Annual Accounts - Agricultural (SPFR)

For New Zealand entities with annual expenses less than $30 million that are:

  • Small- to medium-sized
  • 'For-profit'
  • Not publicly accountable

Based on the External Reporting Board Tier 2 'For-Profit' entities framework and the Agricultural Special Purpose Financial Reporting guidelines provided by CAANZ (Chartered Accountants Australia and New Zealand).

Templates for

Company, Trust, Partnership, Sole Trader

Reports included

  • Compilation Report
  • Directory
  • Production Report & Trading Accounts
  • Statements of Profit and Loss
  • Balance Sheet
  • Statement of Changes in Equity
  • Current Accounts (Company and Trust report templates only)
  • Depreciation Schedule
  • Note to the Financial Statements

Annual Accounts - Agricultural RAC (SPFR)

For New Zealand entities with annual expenses less than $30 million that are:

  • Small- to medium-sized
  • 'For-profit'
  • Not publicly accountable

Based on the External Reporting Board Tier 2 'For-Profit' entities framework and the Agricultural Special Purpose Financial Reporting guidelines provided by the Rural Advisory Committee of CAANZ (Chartered Accountants Australia and New Zealand).

Templates for

Company, Trust, Partnership, Sole Trader

Reports included

  • Compilation Report
  • Directory
  • Approval of Financial Report
  • Production Report & Trading Accounts
  • Statements of Profit and Loss
  • Schedule of Expenses
  • Balance Sheet
  • Statement of Changes in Equity
  • Current Accounts (Company and Trust report templates only)
  • Depreciation Schedule
  • Note to the Financial Statements

Extended notes can be added from the report template Notes to Accounts (Agriculture - RAC).

Learn more about agricultural reporting

Xero does not handle agricultural quantity tracking, but you can use Xero to produce livestock, milk, horticulture trading and production reporting. You can paste content from these agricultural reports into Xero report templates. You can also paste your own Excel or Word content.