Client Questionnaires

The following questionnaires will assist you with the information we require to prepare your annual accounts and tax returns.

Please complete the relevant questionnaires and forward to us with your financial records at your earliest convenience. You may need to complete more than one questionnaire per entity.

If you have not completed an Authority to Prepare form please download, sign and return it with your records.

If anything in the questionnaire is not clear, please contact us for assistance.

Business Questionnaire: where you are continuing on business as a Sole Trader, Partnership, Trading Trust or Company. Download Business Questionnaire
Trust Questionnaire: where your entity is a Trust. Download Trust Questionnaire
Rental Questionnaire: where you receive rental income from rental properties. Download Rental Questionnaire
Personal Questionnaire: where you receive individual/personal income. Download Personal Questionnaire
Farm Questionnaire: where your business activity is farming. Download Farm Questionnaire
Authority to Prepare: if you have not completed an Authority to Prepare form please download, sign and return with your records. Download Authority to Prepare

 

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