Individual Investor Form (Standard) v1.1

Individual Investor Form (Standard)

Please complete this form and include it with your records for the year ended 31st 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

Interest Received – if separate from portfolio
An RWT Deduction Certificate (IR15) will be sent to you by your bank, or other financial institutions, indicating the amount of tax deducted from interest earned.
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Comments:

Dividends Received
A dividend payment advice will accompany dividend cheques indicating withholding tax deductions or imputation credits. Note payment dates should be between 1/4/2025 and 31/3/2026
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Comments:

Other Income & Expenses
Rents Received
Please complete Rental Questionnaire
Business Income
Please complete Business Questionnaire
Overseas Investments – if separate from portfolio
Details of all foreign investments and income.
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Comments:

Donations
Attach all receipts for donations to schools, churches, charitable organisations. Minimum donation is $5. Note, receipts must be signed by an authorised person & show a stamp or letterhead
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Working for Families Tax Credits
Please supply full names and birth dates for all children. Note the following;

• If you had a child born within the current financial year, you may be eligible for the Best Start, please include a copy of the child’s birth certificate OR their IRD number if you already have one.

• Where a child became financially independent during the current financial year, please advise the date they left school.

Other Information

Details of anything else we should be aware of in relation to the preparation of your accounts.
Comments:
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Individual Investor Form (Standard)