• ilumin - Annual Non-Resident Questionnaire

    ilumin - Annual Non-Resident Questionnaire

    2026 Income Tax Year
  • How will you be sending 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 ANNUAL NON-RESIDENT INDIVIDUAL QUESTIONNAIRE.

     

  • 1. Did you leave New Zealand permanently during the year or visit / return to New Zealand during the year?
  • 2. Do you receive New Zealand interest, dividend income or portfolio investment income?
  • 3. Did you purchase or sell New Zealand property during the year?
  • 4. Did you receive rental income from a property in New Zealand?
  • 5. Did you receive a salary, wage and/or withholding tax from New Zealand?
  • 6. Are you a shareholder in a New Zealand company that ilumin does not act for, and if so do you derive an income from it?
  • 7. Are you a shareholder in a New Zealand Look Through Company (LTC) that ilumin does not act for??
  • 8. Are you a partner of a New Zealand Partnership that ilumin does not act for, and if so, did you derive a share of income / share loss?
  • 9. Did you receive New Zealand income of any other nature not listed above, for example royalties, commission, contract income, tips, gratuities etc??
  • 10. Did you have Income Protection Insurance in New Zealand?
  • 11. Do you have a student loan in New Zealand?
  • 12. Do you have any other information you would like to make us aware of?

  • A Leaving New Zealand

  • Did you depart from or arrive/return to New Zealand permanently during the year?
  • If so what was the date of your departure?
     - -
    2 digit month, 2 digit day, 4 digit year
  • If so what is the date of your arrival?
     - -
    2 digit month, 2 digit day, 4 digit year
  • Did you visit New Zealand in the last 24 months?
  • Have you been a New Zealand Tax Resident within the last 10 years? (if no, you may be eligible for certain exemptions).
  • If you earned overseas income after you left or after you arrived in New Zealand during the year, please provide the following:
    Rows

  • B NZ Interest, Dividend and Portfolio Investment Income

  • Please provide the following:
    Rows

  • C Purchase and Sale of New Zealand Property

  • Have you sold any residential property during the year? -if so please provide:
    Rows
  • When was the property purchased (date of Purchase)
     - -
    2 digit month, 2 digit day, 4 digit year
  • When was the property sold (date of sale)
     - -
    2 digit month, 2 digit day, 4 digit year
  • If it was within 10 years of the sale date:
    Rows
  • Please provide
    Rows

  • D Income from Rental Properties

  • Please provide the following:
    Rows
  • Rows
  • Did you purchase or sell any fixed assets
  • If yes please complete the following section and attach copies of invoices
    Rows

  • E Salary and Wages / Withholding Income

  • Did you receive New Zealand salary or wages during the year? (we will receive a summary of these earnings from Inland Revenue)
  • Did you receive New Zealand Income from which withholding tax was deducted? (we will receive a summary of these earnings from Inland Revenue)
  • Please provide the following:
    Rows

  • F Shareholding in a New Zealand Company (that ilumin does not act for)

    Please provide the following:
  • Rows

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

  • Please provide the following
    Rows

  • H New Zealand Partnership Income (from a partnership that ilumin does not act for)

  • Please provide the following:
    Rows

  • I New Zealand Income of any other nature

  • For each income item please provide the following:
    Rows

  • J Income Protection Insurance

  • Please provide the following details:
    Rows

  • K Student loan

  • Have you been granted a repayment holiday?
  • If yes, please provide the date of the repayment holiday:
     - -
    2 digit month, 2 digit day, 4 digit year

  • L Any Other Information

  • Should be Empty: