Financial Statements Questionnaires
Instructions:
1. Complete a Questionnaire for each entity that was active in the 2020 financial year (1/04/2019 to 31/03/2020).
2. Complete a Personal and an Overseas Questionnaire for each individual Coombe Smith will be completing a tax return for.
Questionnaires available to be completed online are: PERSONAL, OVERSEAS, RENTAL.
Or if you prefer, you can download a PDF copy to manually fill in and return to us.
To print a PDF copy, click on the type of Questionnaire you need, then click again on the Questionnaire Title in capital letters
(e.g. Download our PERSONAL QUESTIONNAIRE FORM here).
Questionnaires required to be downloaded and printed to be manually fill in and returned to us are: TRUST, BUSINESS, PROPERTY TRADING.
Download our BUSINESS QUESTIONNAIRE FORM here. Please print, complete, and email back to jo@cswaikato.co.nz.
Download our RENTAL QUESTIONNAIRE FORM here or fill out our online form below:
Contact Details
Loan Statements
Property manager Statements
Sale or Purchase of Property
Rental and Trust Questionnaire 1
Rental and Trust Questionnaire 2
Quote 2019
Download our OVERSEAS QUESTIONNAIRE FORM here or fill out our online form below:
Please note we recommend that you gather all related information required to complete this form prior to starting as there is no auto-save functionality
Inland Revenue are on the warpath for overseas investments and income that should be taxable in New Zealand!
Please check each Point 1-13 and if you
definitely have no overseas interests, then fill out section 1.
Section 1
Or
Section 2
Download our PERSONAL QUESTIONNAIRE FORM here or fill out our online form below:
Please note we recommend that you gather all related information required to complete this form prior to starting as there is no auto-save functionality
Download our PROPERTY TRADING QUESTIONNAIRE FORM here. Please print, complete, and email back to jo@cswaikato.co.nz.
Download our TRUST QUESTIONNAIRE FORM here. Please print, complete, and email back to jo@cswaikato.co.nz.