Dashboard / Clients / Aroha Wellness Studio / Review
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AW
Aroha Wellness Studio
?
Is this right? The agent prepared a $3,910.20 GST refund. It's confident on 140 of 142 sales and 86 of 88 purchases, but 2 items need your decision before filing.
Prepared by agent · run #A-2291
14 Mar 2026, 04:12 NZDT · model gst-prep-4 · 230 transactions reconciled to Xero & bank
GST 101 return: figures amounts in NZD
5
Total sales & income (incl. GST)
$48,210.00
6
Zero-rated supplies
$0.00
8
GST collected on sales (output tax)
$6,288.26
13
GST on purchases (input tax) 2 flagged
$10,198.46
Agent reasoning. 86 of 88 purchases categorised with high confidence and matched to bank. Two items couldn't be settled automatically and are raised as exceptions: a large asset purchase and an entertainment expense with a possible 50% adjustment. Figures below include the full claim; your decision may reduce input tax.
Top contributing transactions · sorted by GST amount
| Date | Supplier | Category | Amount (incl GST) | GST | Source |
|---|---|---|---|---|---|
| 04 Feb | Pilates Equipment Co large asset 3× reformer machines |
Capital: equipment | $14,950.00 | $1,950.00 | Xero bill #4471 + invoice PDF |
| 28 Feb | Mindful Property Ltd Studio rent · Jan–Feb |
Rent: premises | $5,520.00 | $720.00 | Xero bill #4503 |
| 19 Feb | Hummingbird Restaurant entertainment Team dinner, 6 staff |
Entertainment | $494.50 | $64.50 | Bank + receipt |
| 12 Jan | Wellington Power Electricity |
Utilities | $642.00 | $83.74 | Xero bill #4460 |
| + 84 more purchases · all matched to bank & categorised Show all | |||||
15
GST refund due to client
−$3,910.20
Reconciliation & checks 7 of 7 passed
Bank reconciliation100% matched
GST on sales recalculated3/23 ✓
No duplicate invoices142 unique
Prior period continuityopening ✓
All suppliers GST-registered88 ✓
Refund > $2k, IRD may reviewnote
What I'm unsure about
2
1.Claim full GST on the $14,950 reformer machines?
Large capital purchase: $1,950.00 input tax. Used for the studio's taxable classes, so likely fully claimable, but it's well above this client's usual spend and changes the refund materially.
Agent confidence72% · medium
2.Apply the 50% entertainment adjustment?
Staff dinner at Hummingbird Restaurant: $64.50 GST. Entertainment is often only 50% claimable. I've claimed it in full pending your call; halving it reduces the refund by $32.25.
Agent confidence38% · low
Your decisions are logged to the audit trail and improve future categorisation.
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This lodges the return with Inland Revenue under your firm's authority. It cannot be unfiled.
ClientAroha Wellness Studio
PeriodJan–Feb 2026
FormGST 101
Filing asJana Mökönen
GST refund−$3,910.20