Rental Property Information Form

Rental Property Information Form

Please complete this form and include it with your records for the year ended 31 March 2026.
Client Name:
Phone:

Area CodePhone Number
Balance Date:

DayMonthYear
Date
Cellphone:

CarrierNumber
Email:
Physical Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Postal Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

To: Tax Matters Limited

You are hereby authorised to communicate with my/our bank, solicitors, finance companies and all government agencies to obtain such information as you require in order to carry out the preparation of my/our financial statements and tax returns.

I/We authorise you to act as my/our Agent for Inland Revenue Department matters, and to have access to all tax types and all tax information pertinent to the completion of my financial statements and tax returns.
Authority to Tax Matters Limited
Signature

Rent Received
Where you employ a Property Manager, please supply copies of their monthly or annual rental summaries.

OR

Where you do not employ a Property Manager, please supply bank statements highlighting rental deposits
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Comments:

Loan Statements
Supply a copy of any loan transaction statements for the financial year. Please ensure this shows both interest paid for the financial year and the balance at the end of the financial year
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Expenses
Insurance
Please supply copies of your insurers invoice that you paid during the year.
Rates
Please supply copies of all your rates demands paid during the year for the rental property
Repairs & Maintenance
Please supply copies of your invoices for expenditure over $1,000.00 incurred during the year.
Property Management
Where a property manager is not used, please supply expense details relating to self-management of property e.g travel, kilometers travelled.
Other Expenses
Please provide details, and invoices for amounts over $1,000.00.
Total
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Comments:

Renovations
Renovations
Please supply details of work undertaken, invoices must be provided. Note, cash jobs are not deductible.
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Comments:

Purchase of Rental Property
Did you sell your rental property during the financial year?
If “Yes” please supply the following details:

• Copy of your solicitors settlement statement and trust statements, and Sale & Purchase agreement.
• List of chattels purchased with the property e.g carpets, oven, light fittings, gas/solid fuel fire etc
• A copy of the valuation report of chattels if applicable, or details of the government valuation at date of purchase
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Comments:

Other Information
- Details of anything else we should be aware of in relation to the preparation of your accounts. i.e. tax return
- Wages or ACC payments.
- N.Z Superannuation & overseas pensions.
- Investment Portfolio Tax Summaries.
Other Information or Comments
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Bank statement records