Information required for your business financial statements and tax return Contact DetailsYour Name(Required) First Last Entity nameHome telephoneOffice telephoneMobile telephoneE-mail address Add additional contact Additional contact Name First Last Home telephoneOffice telephoneMobile telephoneE-mail address Solicitors DetailsPlease note the details of your current solicitor/lawyerNameFirmTerms of EngagementTerms of Engagement(Required)I/We hereby instruct you to prepare my/our financial statements and tax returns for the 2025 financial year. I/We undertake to supply all information necessary to carry out such services, and will be responsible for the accuracy and completeness of such information. I/We understand that you will rely upon the information provided by me/us. Your services are not intended to, and accordingly will not result in the expression by you of an opinion on the financial statements in so far as third parties are concerned, or in the fulfilling of any statutory audit requirements. I/We understand that during preparation of the financial statements and tax returns you will not be specifically investigating non-compliance with laws and regulations – however should anything come to light of this nature during this process, you will bring that to my/our attention. I/We understand that the financial statements and ƚax returns are prepared for my/our own use and to determine my/our tax liabilities. If this should change in any material respect, I/we will inform you immediately. You will not accept any responsibility to any person, other than me/us, for the contents of the financial statements. All other terms and conditions of this engagement are the same as those referred to in the original engagement letter I/we signed when I/we became a client. 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. You are hereby authorised to communicate with my/our bankers, solicitors, finance companies, all government agencies and other persons or organisations to obtain such information as you require in order to complete 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 agree to the terms stated above(Required)Property detailsPlease provide us with the addresses of any rental properties you have.If a property was not rented for a full 12 months, please provide date and details of when and why it was vacant.Rental income and expenditureExpenses source(Required) Please supply bank statements clearly identifying and detailing all transactions that relate to the rental properties Please provide details of the following for each rental property. Files Drop files here or Select files Max. file size: 25 MB, Max. files: 20. IncomeTotal rent receivedExpensesAccounting feesPhoneAdvertising (to rent)PowerBank feesRatesIncluding regional council ratesInsuranceRepairs and maintenancePlease attach details or invoices in the file upload area belowLegal feesValuation feesManagement feesWater ratesMortgage interestAttach copy of loan summary/statements from bank in the file upload area below Other expense relating to rental propertyDetails of other expense relating to rental propertyExpense files Drop files here or Select files Max. file size: 25 MB, Max. files: 20. Details of visits to inspect property/conduct property businessPlease note Date, Details and KilometresRental income from overseasProvide details of any income received from overseas, including rental income and any tax deducted from this income Drop files here or Select files Max. file size: 25 MB, Max. files: 20. Home office expensesAddress for home officeHome office area No change as per previous year New details Area used for businessm2Total area of house and workshopm2Calculation method Actual cost method IRD square metre rate method* *Would you like to use the IRD rate? Currently it is $53.10 per square metre. This allowance doesn’t cover mortgage interest, rates or rent costs so we would still require these amounts.PowerInsurance (building and contents)Interest (house mortgage)Rates (including regional council rates)RentRepairs and maintenanceTelephone rentalOtherCovid-19 wage subsidy and other Covid-19 support paymentsIf you have received the Covid-19 Small Business Loan, have any intrest payments and/or repayments been made? Yes Please note all dates and amounts:Date received$ Add RemoveHave any amounts of Covid-19 support payments been repaid?Please provide details of payment (dates and amounts) and reason for repaymentResidential land withholding taxHave you sold residential property in New Zealand where residential land withholding tax has been deducted and paid to the IRD? If so, provide details e.g. IR1100 Residential land withholding tax return and other sale and purchase documents. Drop files here or Select files Max. file size: 25 MB, Max. files: 20. Residential property salesHave you sold any residential property during the year (not otherwise detailed on the information provided)? Yes When was the property purchased?If it was purchased with 10 years of the sale date, what was the original purchase price and the sale price?Mortgage interest paid on residential propertiesHave you incurred interest on residential properties owned (which is not your main family home or a 'new build'*)? Is the interest also against properties other than residential rentals?* A new build is a self-contained residence that receives a "code of compliance certificate" confirming the residence was added to the land on or after 27 March 2020 Yes No Please provide details of amount of interest and dates paid.Mixed use holiday homeDoes this entity have a property (such as a holiday home or a bach) that is used privately and also to derive income? Yes No Provide details of propertyWas the property empty for 62 days or more in the income year? Yes No The number of days the property was empty during the income yearThe number of days the asset was used by family or associated persons* during the income year OR where income from any person received was less than 80% of market rate* Associated persons include close relatives, or if owned by an entity, persons associated with the entity owning the propertyName of tenantRelationship to owner (if any)Amount of rent they paidDates rented (from: to)Cost of advertising for tenantsCost of repairing damages caused by tenantsNumber of days spent in the property while repairing damages caused by tenantsMortgage interestRatesRepairs/maintenance for general wear and tearOther (please give details)Other details required (if applicable)Other details required Solicitors settlement statement Sale and purchase agreement Loan details for property purchased A copy of the latest rateable valuation Any notifications provided to IRD of residential property held on revenue account (taxable on sale) A list of chattels with their dates and value for properties bought or sold during the year Files Drop files here or Select files Max. file size: 25 MB, Max. files: 20.
