• ilumin - Annual Individual Questionnaire

    ilumin - Annual Individual Questionnaire

    2026 Income Tax Year
  • How will you send in your supporting documents

  • This form will automatically be sent to our Client Services Team at admin@ilumin.co.nz.

    If you would prefer to print and handwrite your questionnaire, please use the printable version from our website. 

    Please remember to email our team all of your supporting documents.

    If you need help completing this questionnaire, please contact us on (04) 385 3343.

    Please complete the questionnaire if you are a company, sole trader, contractor, partnership, or if you earn rental income.

     

    ilumin Limited

    Level 4, ilumin House, 186 Willis Street, Wellington 6011

    P O Box 2648, Wellington 6140

    Telephone: (04) 385 3343

    Email: admin@ilumin.co.nz

    Website: www.ilumin.co.nz  

  • Please complete the checklist below to determine which parts of the questionnaire you need to complete. Only complete the section of the questionnaire if you answer "yes' to the relevant question.

    This is the individual questionnaire.

    we require this questionnaire to be completed if we prepare your personal tax return (if you are a sole trader and/or own rental properties / are in a partnership / are a contractor, please also complete a Business questionnaire)

     

  • 1. do you receive income from which source deductions are made (e.g. PAYE, withholding tax etc.)? if Yes we will obtain this information from IRD
  • 2. do you receive New Zealand dividend income (from investments not held in a managed portfolio scheme)?
  • 3. Do you receive New Zealand interest income (from investments not held in a managed portfolio scheme)?
  • 4. do you receive any overseas income (from investments not held in a managed portfolio scheme)?
  • 5. do you own any overseas investments, bank accounts or superannuation?
  • 6. do you have any portfolio investment Entities (PIE's)?
  • 7. do you have investments in a managed portfolio scheme?
  • 8. do you receive any rental income from boarders?
  • 9. did you receive any income as a beneficiary of a trust that ilumin does not act for?
  • 10. Are you a shareholder in a company that ilumin does not act for, and if so ,do you derive income from it?
  • 11. are you a shareholder in a look through company (LTC) that ilumin does not act for?
  • 12. are you a partner of a partnership that ilumin does not act for, and if so, did you derive a share of income / share loses?
  • 13. did you receive any other income not covered above e.g. tips gratuities etc?
  • 14. Did you acquire any share or exercise any rights or options to acquire shares under an employee share or option scheme?
  • 15. Did you buy or sell Cryptocurrency?
  • 16. do you have an outstanding student loan?
  • 17. were you absent from New Zealand for more than 325 days during the period?
  • 18. are you considered a tax resident or citizen of another country?
  • 19. Did you buy or sell any property during the year?
  • 20. is the working for families Tax Credit (WFFTC) applicable to you?
  • 21. Have you paid any donations or childcare for which you would like us to claim your rebate?
  • 22. do you have income protection insurance?
  • 24. do you have any other information you would like to make us aware of?

  • SECTIONS TO COMPLETE BASED ON ANSWERS FROM QUESTIONS ABOVE

  • SECTION A

    NZ Dividend Income
  • please provide the following - all dividend statements (The payment date is the relevant date to determine whether the dividend statement should be included in the financial period

  • SECTION B

    NZ Interest Income
  • Please provide the following: - all interest certificates (Please note that banks will only issue certificates for interest received over $50. However, you are required to account for all your interest income and therefore you should request certificates from your bank, or download these from your internet banking site, irrespective of how much interest is earned). - a current Certificate of Exemption (if you have one)

  • SECTION C

    Overseas Income
  • Please provide the following: - Full details and schedules including dividends, interest, rental income, and/or any other income received from an overseas country

  • SECTION D

    Overseas Investments, Bank Accounts or Superannuation
  • Where overseas investments are not held within a managed portfolio please provide the following: (grouped by investment company/trust): -Details and numbers of shares/units owned at the beginning of the financial year, the market value at the date, share/units purchased and sold during the 12 month period, details and number of shares/units owned at the end of the financial year and their market value at year end (if available) -Do you have any foreign bank accounts, credit cards, loans etc. in your personal name (irrespective of whether it is business related)? -if yes please provide: Bank statements for the full year
  • Do you have an overseas Superannuation Pension or Fund If yes please provide: -Details of the provider, amount and income received -Statements received from the provider

  • E. Portfolio Investments Entities (PIE's)

  • Please provide the following: - Investment summary schedules received for the year, including details of the perscribed investor rate (PIR) this includes KiwiSaver

  • F. Portfolio Managed Scheme

  • Please provide the following: - The portfolio Manager's year-end tax reports

  • G. Rental Income from Boarders

    Please provide the following details:

  • How many boarders do you have?         

  • Rows

  • H Beneficiary Income (from a Trust ilumin does not act for)

    Please provide the following details:
  • - Details of all Trusts for which you are a beneficiary
  • - Details of all income allocated and tax credits allocated

  • I Shareholding in a Company (that ilumin does not act for)

    Please provide the following details:
  • - Details of shareholder/director remuneration for which PAYE/Withholding Tax was not deducted

  • J Shareholding in a Look Through Company LTC (that ilumin does not act for)

    Please provide the following details:
  • - Details of all profit and loss allocations received

  • K Partnership Income (from a Partnership that ilumin does not act for)

    Please provide the following details:
  • - Details of your share of income, share of losses

  • L Other income

    Please provide the following details:
  • - Full details of any other income received

  • M Employees Share or Option Scheme

    Please provide the following details:

  • Name of Employer         

  • Number of Shareholders        

  • Date Obtained
     - -
    2 digit month, 2 digit day, 4 digit year
  • Rows

  • N Did you Buy or sell Cryptocurrency

    If yes, please provide the following details:
  • - Details of all purchase transaction during the year
  • - Details of all sales transaction during the year
  • - Did you receive any cryptocurrency as payment for a business transaction
  • - if yes please advise the amount received and the date of transaction/s

  • O Student Loan

    (Please note: we will have to identify your total income to determine if there is any obligation to calculate repayments)
  • - Do you have an outstanding student loan

  • P absent from New Zealand for more than 325 days

    (we will contact you to discuss your circumstances and whether there is any impact on your tax residency status)
  • Please advise the date you left or arrived back in New Zealand
     - -
    2 digit month, 2 digit day, 4 digit year

  • Q Tax resident or Citizen of another Country

    please provide the following

  • please advise which country         

  • - A copy of the tax return filed in that country for the relevant tax year

  • R Purchase or sale of property

    (includes for Brightline and interest limitation rules) -If this was your main home we do not need any details

  • If you purchased a property, advise the year built         

  • - A copy of the Sale or Purchase agreement
  • - Solicitor settlement statements (including copy of legal fee invoice) for both transactions

  • S Working for Families Tax Credit

    If yes please provide the following details
  • - Do you think you may be entitled to WFFTC?

  • Name of principal caregiver         

  • Children for whom you were the 'Principal caregiver': -Name
    Rows
  • - Have you registered with inland revenue for WFFTC?
  • - Are you eligible for an in-work tax credit?

  • If yes, please advise the number of weeks where you worked more than 20 hours per week for a solo parent or more than a combined 30 hours per week for a couple.         

  • T Donations and Childcare Rebate

    Please provide the following
  • - Receipts for donations
  • - Receipts for childcare fees paid

  • U Income Protection Insurance Premiums

    Please provide the following
  • - Letter from your insurance provider that notes the tax-deductible premiums paid for the year

  • V Tax refund instructions

    Please provide your bank account details for any IRD tax refunds

  • Bank account name:     

  • Bank account number:     

  • W Any other information

    Please add anything else you would like to make us aware of
  • Should be Empty: