Individual Tax Questionnaire & Checklist (IR3)

Rental Questionnaire & Checklist

A SEPARATE QUESTIONAIRE MUST BE COMPLETED FOR EACH RENTAL PROPERTY
Full Name*

First NameLast Name
Tax Year*
For year ended
IRD Number:*
E-mail*
example@example.com
Phone Number*

Area CodePhone Number
Address of Rental Property*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Date of purchase?*

DayMonthYear
Date
Purchase price of the house
Who are the owners and what proportion does each own?*
Did you borrow funds to purchase this property?

YesNo
Were the loan funds drawn down prior to 27th March 2021*

YesNo
Did you purchase this property as a new build?*

YesNo
Has the property been tenanted for the full 12 months of the financial year?*

YesNo
How many months was the property tenanted?
Do you use a property manager?*

YesNo
Please provide a copy of the property managers annual statement

Cancelof
1) Income & Expenditure

Please provide details of:

	$
Rental Income
Other Income

Expenses:

Please provide details

Please provide details

Cancelof
8) 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:

	Gross $
Rates
Water rates
Electricity
Insurance - home & contents
Mortgage interest
Rent
Repairs & maintenance
Landline for telephone & internet
Business toll calls
Mobile Phone

Rental Questionnaire & Checklist