Questionnaires

These questionnaires are our standard requirements for annual financial information. The Institute of Chartered Accountants of New Zealand, of which we are a member, requires us to have clients provide the information from which the Financial Accounts are prepared.

Please print the appropriate questionnaire at year end for each of your business entities, complete & forward with the other information required.

• Business Questionnaire (pdf download)   - Each business activity needs to complete this questionnaire. Company, Partnership, Sole Trader, or Trust. 

• Company Questionnaire (pdf download) - If you are a shareholder of a Private Company you need to complete this questionnaire.

• Individual Taxation Questionnaire (pdf download) - All shareholders, partners, and individuals need to complete this questionnaire.

•  Rental Property Calculation