MTR - Tax Return Details Form

Tax Return Details
What tax year does this relate to? (i.e. 2025)*
Client Name*

First NameLast Name
Name of joint owner (or Company) if applicable:
E-mail*
example@example.com
Phone Number*

Area CodePhone Number
Address*

Street Address

Street Address Line 2

CityState

Zip CodeCountry
Bank account number: (to be provided to IRD if refunds are due)
Bank account number: (to be provided to IRD if refunds are due)
Rental Property Income
Rental Property Address:*
Rental income received for this property during the tax year:*
Number of weeks the property was available for rent:
Reimbursed expenses by tenants (such as water costs):
Rental Property Expenses
Rates (City/District/General):
Rates (Regional/Water):
Advertising:
Insurance (landlord, house and contents):
Property Manager Fees:
Total Mortgage Interest (we will calculate the claimable percentage based on current mortgage interest deductibility rules):
If claiming mortgage interest, please provide mortgage statements showing both interest and principal payments made as well as the balance of the loan outstanding.

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Total distance travelled in relation to the rental (kms):
If you are claiming distance travelled, please confirm your vehicle type:

PetrolDieselPetrol HybridElectric
Please provide a copy of your logbook or a spreadsheet providing a description of dates, kms travelled and reasoning behind the travel (for example: 40kms on 14/04/24 for rental inspection)

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Direct travel expenses (flights, taxis etc.):
Please provide copies of invoices/receipts for travel expenses

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Legal fees relating to the rental property:
Bank fees:
Body Corp fees:
Accounting fees:
Repairs & Maintenance - Please provide both a description and the cost. (Click "Add Row" to add multiple items):
Assets / Chattels purchased during the year. Please provide both a description and the cost. (Click "Add Row" to add multiple items):
Have further expenses that you don't think quite fit into the descriptions outlined above? Please list these here with a description and the cost:
To help us complete your return as soon as possible, please upload here any supporting documents that may help us. Such documents could include property management reports and invoices for expenses mentioned above. Alternatively, these can also be emailed to us at admin@mytaxrentals.co.nz

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Other Income

E.g. Sharesies or Financial Portfolios
In the tax year, have you received any other untaxed or overseas income? If so, please provide further details here.
Please upload here any supporting documents relating to this untaxed or overseas income. (For example, this could include Financial Portfolios, fund managers report or Sharesie's reports)

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Should be Empty:

Tax Return Details

Rental Property Income

Rental Property Expenses

Other Income