Information required for your personal income tax return Contact DetailsYour Name(Required) First Last Home telephone Office telephone Mobile telephone E-mail address Terms of EngagementTerms of Engagement(Required) I/We agree to the terms stated below(Required)I/We hereby instruct you to prepare our ƚax returns for the year/period ending 31 March 2024. I undertake to supply all information necessary to carry out such services, and will be responsible for the accuracy and completeness of such information. You are hereby authorised to communicate with my bankers, solicitors, finance companies, all government agencies and other persons or organisations to obtain such information as you require in order to carry out the above assignments. You are to represent me/us as my/our tax agent. All income tax returns will be signed by me/us. I/We also accept that you have the right to charge interest on overdue accounts at the rate of 1.5% per month, and that all accounts are due for payment by the 20th of the month following invoice date. The charging of such interest will be at your discretion. I/We accept that any collection costs you incur will be fully recoverable from me/us.Personal tax informationFor each individual tax return also required please provide the following information(Required) 1. Salary, wages, NZ superannuation, withholding income - we will receive direct from Inland Revenue 2. Other income received with no tax deducted 3. Interest received and RWT Certificates issued by banks and financial institutions 4. Dividends received - attach dividend advices 5. Rental property income - please complete attached schedule 6. Share/bond purchases or sales - attach documentation 7. PIE / Kiwisaver income - attach PIE tax statements 8. Investment portfolios or statements showing values at balance date and details of any purchases / deposits or sales / withdrawals 9. Overseas income or overseas investment income 10. All donation receipts 11. Income or losses from an estate, trust, partnership or look-through company that we do not prepare accounts for 12. Deductible expenses - attached details of expenses incurred in earning income e.g. loss of income insurance, interest on loans used to acquire investments 13. Student loan tick if you have a student loan 14. Do you want us to prepare your children’s tax returns? If so, provide the above information for them Attach files here Drop files here or Select files Max. file size: 25 MB, Max. files: 20. 94619
