Individual Tax Questionnaire & Checklist (IR3)

Trust Questionnaire & Checklist
Name of Trust*
Tax Year*
For year ended
IRD Number:*
E-mail*
example@example.com
Phone Number*

Area CodePhone Number
1) Tax Return Information
Is this the Trust's first income tax return*

YesNo
2) Trust Establishment
What date was the Trust formed?*

DayMonthYear
Date
3) Settlors of the Trust
Please provide details of the Settlors of the Trust below*
4) Beneficiaries of the Trust
Please provide details of the Beneficiaries of the Trust below*
5) Trustees of the Trust
Please list the Trustees of the Trust below*
6) NZ Interest
Have you received any NZ interest income?*

YesNo
Please provide tax certificates from all sources*

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7) NZ Dividends
Did you receive an electricity dividend from ENTRUST?*

YesNo
Have you received any other NZ dividend income?*

YesNo
Please provide dividend advice notices & company dividend statements for cash dividends and dividends re-invested in the company*

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8) Residential Rental Income
Did you receive any income or incur any expenses from residential property?*

YesNo
In addition to this questionaire you will need to complete our rental questionaire - one for each property.
9) Business Income
Did you receive any business income?*

YesNo
In addition to this questionaire you will need to complete our sole trader business questionaire.
10) Other Income
Did the Trust receive any taxable Māori authority distributions?*

YesNo
Did the Trust receive any NZ estate or trust income?*

YesNo
Did the Trust receive any Partnership income?*

YesNo
Has the Trust received any income from overseas?*

YesNo
Did the Trust receive any look-through company (LTC) income?*

YesNo
Did the Trust receive any other income?*

YesNo
If 'Yes' to any of the above, please provide details

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11) Income Allocation
Is the Trust income and tax credits to be allocated to the beneficiaries pre-tax?*

YesNo
Which beneficiaries are to receive the income & tax credits?*
12) Expenses
Does the Trust have any expenses that can be claimed?*

YesNo
Please provide details*
13) Fixed Assets Additions
Were there any assests purchased with a value of more than $1000?*

YesNo

Please attach a copy of the invoice for each asset purchased

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14) Fixed Asset Disposals
Were there any assets sold or scrapped?*

YesNo

Please provide details

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15) Distributions
Have there been any distributions to beneficiaries during the year?*

YesNo
Please provide details

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16) Signature
By signing and dating this checklist and confirmation of engagement you confirm:

1) You have completed all the questions above;

2) We are authorised to proceed with the work.
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Should be Empty:

	Asset Purchased	Date of Purchase	Cost incl GST $
1)
2)
3)
4)
5)
6)

	Asset Sold/Scrapped	Date of Sale/Scrap	Sale Price incl GST $
1)
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4)
5)
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Trust Questionnaire & Checklist

1) Tax Return Information

2) Trust Establishment

3) Settlors of the Trust

4) Beneficiaries of the Trust

5) Trustees of the Trust

6) NZ Interest

7) NZ Dividends

8) Residential Rental Income

9) Business Income

10) Other Income

11) Income Allocation

12) Expenses

13) Fixed Assets Additions

14) Fixed Asset Disposals

15) Distributions

16) Signature