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

Taupo

Address: Suite 20, Suncourt Plaza, 19 Tamamutu Street

Phone:  +64 7 378 7150

Taihape

Taihape

Address: 53 Hautapu Street, Taihape

Phone: +64 6 388 0860

Altitude Building

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).

Business or Individual - Financial Statements and Income Returns

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STOCK ON HAND - the lower of cost price or market selling value. Retain stock sheets to enable identification of each item.
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WORK IN PROGRESS – Work completed comprising materials labour and overhead costs but not billed by balance date.
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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.
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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.
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DEPOSITS IN BUSINESS ACCOUNT - Identify deposits which are not sales or contract receipts (e.g. Asset sale, GST refunds, Tax refunds, Funds Introduced etc.)
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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.
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ACCOUNTS RECEIVABLE - (Debtors - Monies owed TO you at Balance date): Attach a list, if applicable, as question above.
Do not include Bad Debts
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LAY-BY DEPOSITS - Total of Deposits banked (Lay-by stock should be included in Stock on Hand)
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CASH ON HAND
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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:
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GST/FBT COPY RETURNS AND WORK PAPERS:
We need these to reconcile your GST/FBT for the year.
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MORTGAGE/LOAN/SALE & PURCHASE:
Bank and/or Solicitor’s documents.
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HIRE PURCHASE AGREEMENTS/LEASE AGREEMENTS:
Agreement and Asset invoice.
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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
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BUSINESS EXPENSES PAID FROM PRIVATE FUNDS:
Date:   To Whom Paid:   Gross Amount:   What the payment was for:
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GOODS FOR OWN USE: Advise cost value of any goods taken for private use.
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INCOME PROTECTION INSURANCE:
Advise amount of tax deductible premium paid during the year.
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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:
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MOTOR VEHICLES
The proportion of motor vehicle business use as established by your vehicle log book(s) is/are:
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  • 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.
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Attach all Interest & Dividend certificates (these include Tax credits)
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ANY OTHER INCOME RECEIVED FROM:
Rents? (Full details of Receipts and Expenses are required)
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Partnerships, Trusts or Estates?
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Overseas Income?
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Foreign or Non-Taxable Pensions?
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FAMILY ASSISTANCE: If you think you are eligible for Family Assistance, complete the following:
Spouse Details
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Children – List the children for whom you were the principal caregiver:
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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.
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