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Casary

casary.co.nz

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Spec score 6.7 #132 of 149 in Tax Software

Spec sheet

Purpose
Casary is tax automation software for New Zealand property investors, designed to reduce compliance costs and automate property tax filing.Read 12 Oct 2026 · casary.co.nz
Free plan
NoRead 22 Sep 2026 · casary.co.nz
Support
Additional-fee services include return review before IRD lodgement and having Casary’s in-house property tax specialists prepare and file a return.Read 12 Oct 2026 · casary.co.nz
Bank reconciliation
Casary connects rental bank accounts and uses built-in AI to categorise and reconcile transactions.Read 12 Oct 2026 · casary.co.nz
Data feeds
Casary says it securely synchronizes data from IRD, banks, and external data sources.Read 12 Oct 2026 · casary.co.nz
Ease of use
Its step-by-step filing interface is designed for people who are not accountants.Read 12 Oct 2026 · casary.co.nz
Electronic filing
Users can review prepared tax return forms and e-file them to IRD from within Casary.Read 12 Oct 2026 · casary.co.nz
Eligibility
The initial rollout is for New Zealand tax residents who hold property personally and receive long-term residential rental income.Read 12 Oct 2026 · casary.co.nz
Filing extension
Filing with Casary can extend the tax return and terminal tax payment due dates if certain conditions are met.Read 12 Oct 2026 · casary.co.nz
Notable limits
Offshore individuals, New Zealand companies and trusts, short-term residential income, and commercial rental income are described as future rollout targets.Read 12 Oct 2026 · casary.co.nz
Origin
Casary was first built as an internal tool for NZ International Tax and Property Advisors and is being released to external users.Read 12 Oct 2026 · casary.co.nz
Rental income
YesRead 22 Sep 2026 · casary.co.nz
Reports and assets
It generates profit and loss reports and depreciation schedules for fixed assets.Read 12 Oct 2026 · casary.co.nz
Tax calculations
It calculates profit and loss and tax position, and prepares IR3 and IR3R forms with pre-populated numbers.Read 12 Oct 2026 · casary.co.nz
Tax compliance
The maker says property tax specialists built Casary and that it tests and validates the software for accuracy and compliance with New Zealand tax law.Read 12 Oct 2026 · casary.co.nz

Plans and prices

Casary Price not published Annual charge based on gross rental income; minimum charge waived during the first six months of launch. NZ tax resident · property held in personal name · long-term residential rental income Read 12 Oct 2026 · casary.co.nz

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Where Specifiction places it

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