Annual Questionnaire – Personal
For the 2016 financial year
CLIENT NAME:
The following list contains all the relevant information that will allow us to use your information to finalise the
tax accounts. Please answer ALL the questions. Where lists of information are required please compile
separate schedules. Tick the relevant box if the information is enclosed or "N/A" if the schedule is not
required. By providing this information, we will be able to efficiently prepare your end of year taxation
accounts and returns. If you are not sure of any of the information required, please contact us.
INCOME
INTEREST
DIVIDENDS
SHAREHOL DERS
SALARIES
If Yes:
OTHER INCOME
If Yes:
TRUST
Enclosed
/ Yes
Please provide the following:
N/A
Did you receive any investments income (NZ and overseas)
please provide details.
Will or have you received shareholder salaries from businesses
for w hich w e do not prepare the financial statements?
Please provide us w ith supporting documentation including Financial Statements
Did you receive any other income (excluding PAYE Salaries or
WINZ payments)?
Please provide us w ith details of other income earned
Did you receive income from a trust, unit trust or an estate?
(w here w e don’t prepare the information for you)
If Yes:
Trust Name:
IRD Number:
Beneficiary Income:
PARTNERSHIP
If Yes:
$
Tax paid by Trust:
$
Did you receive income from a partnership? (w here w e don’t
prepare the information for you)
Partnership Name:
Profit/Loss
Allocation:
IRD Number:
Share of profit/(loss):
LTC
$
Share of tax credits: $
Details of your income, expenses and/or losses from a Look
Through Company? (w here w e don’t prepare the information
for you)
If Yes:
Company Name:
IRD Number:
Share of Loss:
RENTAL INCOME
If Yes:
SELF EMPLOYED
INCOME
$
Do you ow n a rental property/properties?
Please provide details unless you have already completed the Rental Properties
Questionnaire.
Were you w orking for more than 20 hours per w eek?
%
EXPENSES
Please provide the following:
DEDUCTIBL E
EXPENSES
Can you claim expenses?
If Yes:
Please provide the following:
DONATIONS
Have you made any donations?
BANK ACCOUNT
N/A
Please provide full details of any expenses incurred in deriving income from sources other
than employment (i.e. income protection insurance, etc). Please attach supporting
documentation.
REBATES
If Yes:
Enclosed
/ Yes
Enclosed
/ Yes
N/A
Please provide us w ith receipts
If you have answered "yes", provide your bank account number as the Inland
Revenue Department will only direct credit this rebate to a bank account.
Bank Account Number: ...............................................................................
WORKING FOR
FAMILIES
Please provide the following:
Enclosed
N/A
Details of children under 18 years of age and still at school for whom you may be
entitled to family assistance.
CHILDREN
Name
Date of birth
IRD Number
If you received Working for Families payments during the period please supply
us with the certificate issued by Work & Income New Zealand
OTHER INCOME
Please provide details of any other income received by the household:

A profit (or loss) from unrelated businesses

Income for the year from a Trust that hasn’t been distributed as
beneficiary income including income from trading and investment
activities in which the trustees or their associates hold 50% or more of
the voting interests.

The value of any attributable fringe benefit for shareholder-employees if
they or their associates hold voting interests of 50% or more in the
company. This includes:
o Motor vehicles for private use
o Low/nil-interest employee loans
o Subsidised transport in excess of $1000 (where employer is in
business of transporting the public
o Contributions to insurance schemes in excess of $1,000
o Any other benefit received in excess of $2,000

Pension or annuity payments from life insurance policies or a
superannuation fund (excluding NZ Super)
WORKING FOR
FAMILIES
Please provide the following:
Enclosed

Passive income of Children, if over $500 per year per child.
includes interest, rents or beneficiary income.

Income of non residence spouse or partner.

Any income attributed from a PIE that allows you to access your
investment (such as cash PIE, on-call PIE or a PIE term deposit). The
exception is where the PIE is a superannuation fund or retirement
savings scheme (e.g. Kiwi Saver). Dividends from listed PIEs also need
to be included.

Other payments received used for day to day living expenses if more
than $5,000 per year. A payment is considered to be used to meet day
to day living expenses if it is:
o Replacing lost or reduced income (e.g. insurance policy for loss
of earnings or employment)
o Used to pay regular liabilities such as car payments or mortgage
o Used to meet the families usual living expenses (e.g. phone or
power bill)
Payments can be used to meet day to day living expenses if it is paid
directly by another person on your (or spouse/partner’s) behalf.
Payments can include loans made on favourable terms e.g. low/nilinterest terms or, not set repayment date.

Income equalisation scheme deposits made by you, your trust or a
company controlled by you or your trust.

Tax exempt income and overseas pensions.

Depreciation recovery on sale of buildings used in business


Income equalisation refunds received by you, your trust or a company
controlled by you or your trust.
Income spread to this income year

Retirement savings scheme contributions – Te Rununga o Ngai Tahu

Allocated income from a portfolio investment entity (PIE)

Shareholdings in a company including details of:
o Net income of the company for the year 1 April to 31 March
o Percentage of shares you hold
o Dividends you received for the year 1 April to 31 March
This
If you are not sure about any of the above please discuss with your advisor.
CHANGE OF
CIRCUMSTANCES
If Yes:
Have any of your circumstances changed during the
year. For example, shared custody arrangements,
change in marital or relationship status etc.
Please provide full details:
N/A
OTHER INFORMATION
STUDENT
ALLOWANCES/LOANS
Do you have any children receiving loans or allowances?
CHILD MAINTENANCE
Are you paying child maintenance?
RESIDENCY
Were you a non-resident at any time during the income
tax year?
OWNERSHIP
INTERESTS
Did you have any interest in a foreign company, unit
trust, life insurance policy or super scheme?
TRUSTS
Are there any Trusts which you have an interest in that
we have not been advised of?
If so, do they own any residential property?
GENERAL COMMENTS
Enclosed
/ Yes
N/A