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 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.
Remember to add to your questionnaire answers and/or documents for the following:
- Covid-19 support payments
- Sale and Purchase Agreements and settlement statements for sale and purchase of property
- Finance agreements for new motor vehicles or assets
- Loan statements at balance date
ANNUAL QUESTIONNAIRE
Company
Standard Company Adobe PDF | Word Format
Rental only Company (including LTC) Adobe PDF | Word Format
Non-trading Company 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
Mixed use holiday home 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 - December 2024 Newsletter December 2024
