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



Standard Company                                           Adobe PDF  |  Word Format

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

Non-trading Company                                        Adobe PDF  |  Word Format

Standard Trust                                                  Adobe PDF  |  Word Format

Non-trading Trust                                              Adobe PDF  |  Word Format

Rental owned by a trust                                    Adobe PDF  |  Word Format

Partnership with financial statements               Adobe PDF  |  Word Format

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 tax return                                               Adobe PDF  |  Word Format



Newsletter -  June 2024                                    Newsletter June 2024