Client Questionnaires

Our questionaires need to be downloaded and completed annually - please return to us with your supporting documents.  These forms provide us with the full details of information we require to prepare your financial statements and tax returns.

Click the appropriate link below to download and print the forms.   Each business needs a separate survey.  If your business is a farm please also complete the livestock forms.  

If you are a labour-only contractor, or receive schedular withholding payments, please complete the Schedular Contractors form. 

An individual tax questionaire is also required for each person please.

    Business Questionnaire                                                    Additional Links:   

    Schedular Contractors Questionnaire                              End of Year Procedures(for Computerised Systems)

    Individual Tax Questionnaire                                             IR215 WFFTC Adjustment Form

    Trust Tax Questionnaire                                                    Stock-Take Procedures Checklist

    Rental Checklist

    Farmers Livestock Questionnaire