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Year End Questionnaires

Preparation of Financial Statements

The Chartered Accountants Australia & New Zealand requires us to have on file a signed completed Client Questionnaire. These will assist you when compiling your financial information for us. Please ensure that you supply us with accurate records and information, as the IRD penalties regime is harsh, even for innocent errors. There are four questionnaires available, please click on the following links to download the questionnaires that apply to you:

Year End Questionnaire - Business Year End Questionnaire - Business

Year End Questionnaire - Individual Year End Questionnaire - Individual
 
Year End Questionnaire - Rental Property Year End Questionnaire - Rental Property
 
Year End Questionnaire - Trust Year End Questionnaire - Trust

Your preparation for year end…

In preparation for year-end please note that to claim a tax deduction for any bad or potentially bad debts, the debts must be actually written off your debtors records on or before 31 March 2016.

Please remember to enclose copies of receipts for donations. Donations can be claimed up to the level of your taxable income.

If you would prefer us to mail you questionnaires, or have us email them to you rather than you printing them from our website, please contact us. We look forward to seeing you when you bring in your records.