Resources

We are required to hold a signed questionnaire before we commence your work.  Therefore it is important that we receive completed and signed questionnaires to avoid unnecessary delays.  

Please select and complete one questionnaire for each of your entities that require financial statements or income tax returns to be completed by us.  Once completed, please send in with your supporting records.  

Please note, if you choose to email the completed questionnaires back to us, your email and attachments will be kept as the document of record.

 

ANNUAL QUESTIONNAIRE

Company
Standard Company                                           Adobe PDF  |  Word Format

Rental only Company (including LTC)                 Adobe PDF  |  Word Format


Trust
Standard Trust                                                 Adobe PDF  |  Word Format

Non-trading Trust                                              Adobe PDF  |  Word Format

Rental owned by a trust                                     Adobe PDF  |  Word Format


Partnership
Partnership with financial statements                 Adobe PDF  |  Word Format


Individuals
Individuals tax return                                         Adobe PDF  |  Word Format

Individual sole trader                                         Adobe PDF  |  Word Format 

Rental owned personally                                    Adobe PDF  |  Word Format

Overseas income checklist (for NZ residents)     Adobe PDF  |  Word Format

Working for families details                                Adobe PDF  |  Word Format

Non resident tax return                                      Adobe PDF  |  Word Format 

 

Estate
Estate tax return                                               Adobe PDF  |  Word Format

                   

                                             NEWSLETTERS

Newsletter -  Winter 2016                                  Wilco_Winter_2016.pdf