• Company Questionnaire & Checklist

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  • 1) Type of Business

  • 2) Transactions Not Through the Business

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  • 3) Expenses paid in Cash or from Personal Funds

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  • 4) Employees

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  • 5) NZ Interest

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  • 6) NZ Dividends

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  • 7) Accounts Receivable (Debtors)

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  • 8) Accounts Payable (Creditors)

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  • 9) Fixed Assets additions

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  • 10) Fixed Assets disposals

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  • 11) Trading Inventory

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  • 12) Entertainment Expenses

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  • 13) Motor Vehicles

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  • 14) Home office expenses

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  • 15) GST

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  • 16a) Residential Rental Income

  • Please note - in addition to this questionnaire you will need to complete our rental questionnaire - one for each property

  • 16b) Other Rental Income

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  • 17) Other Income

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  • 18) Bank Accounts

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  • 19) 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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