Individual Tax Questionnaire & Checklist (IR3)

Sole Trader Business Questionnaire & Checklist

THIS QUESTIONAIRE MUST BE COMPLETED ALONG WITH YOUR INDIVIDUAL (IR3) QUESTIONAIRE
Full Name*

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

Area CodePhone Number
1) Type of Business
What type of business are you engaged in?
2) Transactions Not Through the Business
Were all sales banked into your business trading bank account?

YesNo
Please provide a list of amounts not banked and when they were lodged

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3) Expenses paid in Cash or from Personal Funds
Were any expenses paid in cash or from personal funds?

YesNo
Please provide a list

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4) Employees
Does the business pay any employees, other than the owner?

YesNo
Please provide details

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5) Accounts Receivable (Debtors)
At 31st March were there any amounts owing to you by clients?*

YesNo
Please provide details

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6) Accounts Payable (Creditors)
At 31st March were there any amounts owing by you to suppliers?*

YesNo
Please provide details

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7) Fixed Assets additions
Were there any assets purchased with a value of more than $1000?*

YesNo

Please attach a copy of the invoice for each asset purchased

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9) Trading Inventory
Did you carry trading inventory?

YesNo
What is the value of the stock on hand at 31 March? ($)
What was the valuation method?
File Upload

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10) Entertainment Expenses
Did you incur any entertainment expenditure?

YesNo
Please provide details

Please note that you are required to keep a record of your entertainment, date, venue, client, and reason for entertainment
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11) Motor Vehicles
Do you use a motor vehicle in the business?

YesNo
Business kilometres travelled during year (KM)
Total kilometres (Business + Private) travelled during the year (KM)
Please provide details

Please note that a detailed and accurate log book must be completed for a 3 month period every 3 years or vehicle expense claims will be limited to a maximum of 25% of expenses incurred.
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12) Home office expenses
Do you have a home office for working from home?*

YesNo
Area used for income earning activities (Sq metres)
Total area of home (Sq metres)

Please provide details

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13) GST
Is this business GST registered?

YesNo
File Upload

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14) 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

Sole Trader Business Questionnaire & Checklist