2018 Client Questionnaires
Client Questionnaires are essential to enable us to complete the preparation of your financial information. Currently we have our 2018 (1 April 2017 - 31 March 2018) questionnaires available.
What we have done this year is provide you with a little more detail about other matters to consider as you look to compile your information together - click here on "Appendix".
BUSINESS CLIENTS
To be completed by Limited Companies, Sole Traders and Partnerships.
A Personal questionnaire is also required for each individual i.e Mr & Mrs Bean would complete one each.
RENTAL CLIENTS
To be completed if you hold a rental property.
Rental Income and Expense Schedule
A Personal questionnaire is also required for each individual i.e. Mr & Mrs Bean would complete one each.
LIVESTOCK CLIENTS
To be completed if you have got livestock on hand.
A Personal questionnaire is also required for each individual i.e Mr & Mrs Bean would complete one each.
PERSONAL CLIENTS
To complete for each individual i.e. Mr & Mrs Bean would complete one each.
TRUST CLIENTS
Please complete the Trust Questionnaire.
2018 Trust Supplementary Trading Trust Questionnaire
A Personal questionnaire is also required for each individual i.e Mr & Mrs Bean would complete one each.
We look forward to receiving your signed and completed questionnaire when you forward your 2018 financial records to our office. If you have any problems printing the questionnaires please contact us. If you drop your records off at reception then please allow 5 minutes for one of our Accountants to take the opportunity to have a quick look through the questionnaire with you for completeness, as we always find this very useful.
Our Questionnaires are in PDF Format. If you cannot view these PDF files please click on the link below to download Adobe Acrobat Reader to view these files:
Address: Unit 4, 35 Sir William Pickering Dr, Russley, Chch, New Zealand | Phone: 03 358 3108 | Location Map