• Trust Questionnaire & Checklist

  •  -

  • 1) Tax Return Information

  • Is this the Trust's first income tax return*

  • 2) Trust Establishment

  • What date was the Trust formed?*
     - -

  • 3) Settlors of the Trust

  • 4) Beneficiaries of the Trust

  • 5) Trustees of the Trust

  • 6) NZ Interest

  • Have you received any NZ interest income?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • 7) NZ Dividends

  • Did you receive an electricity dividend from ENTRUST?*
  • Have you received any other NZ dividend income?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • 8) Residential Rental Income

  • Did you receive any income or incur any expenses from residential property?*

  • 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?*

  • 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?*
  • Did the Trust receive any NZ estate or trust income?*
  • Did the Trust receive any Partnership income?*
  • Has the Trust received any income from overseas?*
  • Did the Trust receive any look-through company (LTC) income?*
  • Did the Trust receive any other income?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • 11) Income Allocation

  • Is the Trust income and tax credits to be allocated to the beneficiaries pre-tax?*

  • 12) Expenses

  • Does the Trust have any expenses that can be claimed?*

  • 13) Fixed Assets Additions

  • Were there any assests purchased with a value of more than $1000?*
  • Rows
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • 14) Fixed Asset Disposals

  • Were there any assets sold or scrapped?*
  • Rows
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • 15) Distributions

  • Have there been any distributions to beneficiaries during the year?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • 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.

  • Should be Empty: