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 Each business activity needs to complete this questionnaire. Company, Partnership, Sole Trader, or Trust.
This is a fillable form
- Business Questionnaire (pdf download) - Each business activity needs to complete this questionnaire. Company, Partnership, Sole
Trader, or Trust - This is a printable form.
- 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.