Client IR3 Questionnaire

1

Non tax residentWere you a non-resident of New Zealand for tax purposes?

Yes

No

2

Apart from your employment and Rental income do you have any other income from the big list of income type you think that you are earning for the period for the period 01 -Apr-2024 to 31 -Mar-2025

Self-employed income

Other rental income

Income and expenses from residential property/bright-line income

Interest incurred from residential property

Schedular payments

Shareholder employee salary

Look-through company (LTC) income

Partnership income

Overseas income

New Zealand estate or trust income

You are claiming other expenses against your income

You are claiming net losses brought forward

Other income (such as property sales, cash payments, sale of shares, etc...)

Government subsidies

Tax credit payroll donations

You have excess imputation credit

3

Select any situation that appliesPlease select at least one option from below

You’re filing a part year return because: you’ve permanently left New Zealandyou’ve arrived in New Zealand / you were bankrupted / this is for a deceased personyour balance date changed during the year, / or you're a student loan borrower and you've left New Zealand for 184 days or more.

You're entitled to an early payment discount.

This return will include attachments.

No specific situations apply.

4

Select disclosures you want to filePlease select at least one option from below

This return will include CFC/FIF disclosure

This return will include Bright-line property sale information - IR833. You need to submit this if you sold a property that falls under the bright-line test.

You have no disclosure to make.