• Company Questionnaire & Checklist

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  • Rows

  • 1) Type of Business

  • 2) Transactions Not Through the Business

  • Were all sales banked into your business trading bank account?
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  • 3) Expenses paid in Cash or from Personal Funds

  • Were any expenses paid in cash or from personal funds?
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  • 4) Employees

  • Does the business pay any employees, other than the owner?
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  • 5) NZ Interest

  • Have you received any NZ interest income?
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  • 6) NZ Dividends

  • Did you receive an electricity dividend from ENTRUST?
  • Have you received any other NZ dividend income?
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  • 7) Accounts Receivable (Debtors)

  • At 31st March were there any amounts owing to you by clients?*
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  • 8) Accounts Payable (Creditors)

  • At 31st March were there any amounts owing by you to suppliers?*
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  • 9) Fixed Assets additions

  • Were there any assets purchased with a value of more than $1000?*
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  • 10) Fixed Assets disposals

  • Were there any assets sold or scrapped?*
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  • 11) Trading Inventory

  • Did you carry trading inventory?
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  • 12) Entertainment Expenses

  • Did you incur any entertainment expenditure?
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  • 13) Motor Vehicles

  • Do you use a motor vehicle in the business?
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  • 14) Home office expenses

  • Do you have a home office for working from home?*
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  • 15) GST

  • Is this business GST registered?
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  • 16a) Residential Rental Income

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

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

  • 16b) Other Rental Income

  • Did you receive any income or incur any expenses from other rentals?
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  • 17) Other Income

  • Did the company receive any income from overseas?
  • Did the company receive any taxable Māori authority distributions?
  • Did the company receive any NZ estate or trust income?
  • Did the company receive any partnership income?
  • Did the company receive any look-through company (LTC) income?
  • Did the company receive any 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.

  • Should be Empty: