Taupo

Address: Suite 20, Suncourt Plaza, 19 Tamamutu Street

Phone:  +64 7 378 7150

Taihape

Address: 53 Hautapu Street, Taihape

Phone: +64 6 388 0860

Taupo

Address: Suite 20, Suncourt Plaza, 19 Tamamutu Street

Phone:  +64 7 378 7150

Taihape

Address: 53 Hautapu Street, Taihape

Phone: +64 6 388 0860

Slider

2019 Questionnaire

Fill in the Questionnaire below - or, if you prefer, download the form, fill it out, and return to Altitude Chartered Accountants (our postal address can be found here).

2019 Business or Individual - Financial Statements and Income Returns

Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
STOCK ON HAND - the lower of cost price or market selling value. Retain stock sheets to enable identification of each item.
Invalid Input
WORK IN PROGRESS – Work completed comprising materials labour and overhead costs but not billed by balance date.
Invalid Input
If you do not use online software such as BankLink, Xero or MYOB please answer the Bank & Stock, Cheque Butts, and Deposits in Business Account sections below:
BANK & STOCK FIRM STATEMENTS - All Business accounts, to 1 month after year end.
Obtain copies of missing pages before delivering your records to us.
Invalid Input
Invalid Input
CHEQUE BUTTS/CASH BOOK/COMPUTER RECORDS - If you have not written cheque details on Bank Statements, please include all cheque butts or other prime entry records.
Invalid Input
Invalid Input
DEPOSITS IN BUSINESS ACCOUNT - Identify deposits which are not sales or contract receipts (e.g. Asset sale, GST refunds, Tax refunds, Funds Introduced etc.)
Invalid Input
BUSINESS MONIES RECEIVED BUT NOT BANKED TO BUSINESS ACCOUNTS - Attach a list, if applicable, showing:
Date:   Amount:   Type of Income: (e.g. Sales, GST Refund, etc.
Invalid Input
Invalid Input
ACCOUNTS RECEIVABLE - (Debtors - Monies owed TO you at Balance date): Attach a list, if applicable, as question above.
Do not include Bad Debts
Invalid Input
Invalid Input
LAY-BY DEPOSITS - Total of Deposits banked (Lay-by stock should be included in Stock on Hand)
Invalid Input
CASH ON HAND
Invalid Input
Invalid Input
Invalid Input
ACCOUNTS PAYABLE: Creditors – Monies owed BY you at Balance Date and which would normally be paid by 20th April.
Attach a list showing the following:
Creditor:   Gross Amount (incl.GST):  What invoice is for:
Invalid Input
Invalid Input
GST/FBT COPY RETURNS AND WORK PAPERS:
We need these to reconcile your GST/FBT for the year.
Invalid Input
Invalid Input
MORTGAGE/LOAN/SALE & PURCHASE:
Bank and/or Solicitor’s documents.
Invalid Input
Invalid Input
HIRE PURCHASE AGREEMENTS/LEASE AGREEMENTS:
Agreement and Asset invoice.
Invalid Input
Invalid Input
CAPITAL EXPENDITURE:
Attach details of assets purchased or sold during the year such as motor vehicles, Plant and equipment and properties. Where applicable please provide the following details:
  • Hire Purchase or loan agreements
  • Lease agreements
  • All legal statements and agreements
  • Trade-in details
  • Lost stolen or scrapped items
  • Copy of Tax Invoices
Invalid Input
Invalid Input
BUSINESS EXPENSES PAID FROM PRIVATE FUNDS:
Date:   To Whom Paid:   Gross Amount:   What the payment was for:
Invalid Input
Invalid Input
GOODS FOR OWN USE: Advise cost value of any goods taken for private use.
Invalid Input
INCOME PROTECTION INSURANCE:
Advise amount of tax deductible premium paid during the year.
Invalid Input
HOME OFFICE / WORKSPACE: If part of your home is set aside principally for use as an office/workshop/storage area, please provide the following details:
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
MOTOR VEHICLES
The proportion of motor vehicle business use as established by your vehicle log book(s) is/are:
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
  • Please note that a detailed and accurate log book must be completed for a three month period every three years or vehicle expense claims will be limited to a maximum of 25% of expenses incurred.
  • If you are operating as a Company, please indicate which vehicles you are currently paying Fringe Benefit tax for.
OTHER INCOME:
We receive, from the IRD, a Summary of Earnings for any income you may have earned where the tax was deducted at source.
However, have you received any other income that was not taxed at source? If so, please include details.
Invalid Input
Invalid Input
Attach all Interest & Dividend certificates (these include Tax credits)
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
ANY OTHER INCOME RECEIVED FROM:
Rents? (Full details of Receipts and Expenses are required)
Invalid Input
Invalid Input
Partnerships, Trusts or Estates?
Invalid Input
Invalid Input
Overseas Income?
Invalid Input
Invalid Input
Foreign or Non-Taxable Pensions?
Invalid Input
Invalid Input
FAMILY ASSISTANCE: If you think you are eligible for Family Assistance, complete the following:
Spouse Details
Invalid Input
Invalid Input
Invalid Input
Children – List the children for whom you were the principal caregiver:
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
DONATIONS: (Charitable donations of $5.00 or more.) These are now claimed on the separate Rebate form. Attach receipts if you wish us to complete it.
Invalid Input
Invalid Input
More in this category: 2019 Farming Questionnaire »
The Web Faerie Logo