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You are here: Home > Client Tools > Questionnaires

The following Questionnaires have been designed to assist you with gathering your end of year financial information. Please print all that apply and attach them to your records. 
click here to read the Balance Day Procedures to give you an overview of what we require.

An online version of these will be available to complete prior to the next financial year.

Business - Companies, Partnerships, Sole traders click here

Farming -  click here

Livestock - On hand at end of financial year click here

Personal - Tax Return click here

Rental Properties - One schedule per rental property click here

Trustclick here

Please don't forget to sign them!

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270A Queen Street
Richmond 7020, New Zealand
PO Box 3115
Richmond 7050, New Zealand
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Phone: 03 544 6179
Fax: 03 544 5979