• Yugraj Singh Mahil Chartered Accountants Limited

    Auckland Office: 1364 Great South Road, Ramarama, Drury 2579
    ysm@yugrajca.co.nz

    Whangarei-Drop-Off: WOTSO, 31 Hannah Street, Whangarei
    ysm@sdcca.co.nz

    021 023 46659
  • Business Tax Return Questionnaire
    Business Questionnaire – complete for Companies, Trusts, Partnerships and Sole Traders

  • To prepare your 2026 Financial Statements & Income Tax Return, please provide the following information.

  • What is the entity type?*
  • Financial Year Ending
     - -
    2 digit day, 2 digit month, 4 digit year

  • Accounting Software & GST

  • Does Yugraj Singh Mahil Chartered Accountants Limited currently have access to your accounting software?
  • Are all sales invoices and supplier bills for the financial year entered in your accounting software?
  • At the end of the financial year, were there any customers who still owed money to the business?
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  • At the end of the financial year, were there any supplier bills or business expenses still owing?
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  • SECTION A — Documents & Records

  • Did the business have any unusual or significant transactions during the financial year that have not already been provided to us or recorded in the accounting records?
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  • Were any GST returns for the financial year prepared or filed by you or anyone other than Yugraj Singh Mahil Chartered Accountants Limited?
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  • Did the business provide any non-cash benefits to employees or shareholder-employees during the financial year, such as a motor vehicle available for private use, a low-interest loan, or free or subsidised goods or services?
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  • Did the business receive any interest or dividends during the financial year?
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  • Did the business have any loans, hire purchase agreements, finance arrangements or leases during the financial year?
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  • Did the business buy or sell any land, buildings, other property, or a business during the financial year?
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  • SECTION B — Financial Position at 31 March 2026

    Item / What to Provide
  • At the end of the financial year, did the business have any cash on hand that was not held in a bank account?
  • At the end of the financial year, were there any customers who still owed money to the business?
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  • At the end of the financial year, were there any supplier bills or business expenses still owing?
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  • At the end of the financial year, did the business have any stock on hand?
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  • At the end of the financial year, did the business have any work in progress?
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  • SECTION C — Assets Bought & Sold

  • Please provide details of any business assets purchased for more than $1,000, and any business assets sold or otherwise disposed of during the financial year. Include the date, description, purchase price or sale proceeds. If an asset was financed, please provide the finance agreement.

  • Asset Details
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  • SECTION D — Motor Vehicles

    Please advise the business use percentage for any business motor vehicles.

  • Note: A detailed and accurate logbook must be completed for a 3-month period every 3 years, or vehicle expense claims should be limited to a maximum of 25% of expenses incurred.

  • Motor Vehicle Details
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  • SECTION E — Business Information

    Please answer each question. Tick Yes or No and provide details where applicable.
  • Did you personally pay any business expenses from your own funds, personal bank account or personal credit card that are not already recorded in the accounting records?
  • Did the business receive any income in cash or into a personal bank account that may not already be recorded in the accounting records?
  • Were any business stock, goods or assets taken for private use during the financial year?
  • During the financial year, were there any settlements or gifts to the trust, changes in trustees or beneficiaries, amendments to the trust deed, or other significant trust transactions?
  • Signatory Date*
     - -
    2 digit day, 2 digit month, 4 digit year

  • Sole Trader: Private Use & Expenses

  • Did you use a personally owned motor vehicle for business purposes during the financial year?
  • Have you completed a vehicle logbook within the last 3 years?
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  • Did the business pay any personal or private expenses from the business bank account or business credit card that may not already be identified in the accounting records?

  • Company

  • Were any dividends declared, paid or credited to shareholders during the financial year that may not already be recorded in the accounting records?
  • Dividend Details → Please provide the date, amount and shareholder name.
  • Were there any transactions between the company and its shareholders or directors that did not pass through the company bank account and may not already be recorded in the accounting records?
  • Shareholder / Director Transaction Details → Please provide details of the transaction and amount.

  • Trust

  • Were any amounts, assets or other benefits distributed or allocated to beneficiaries during the financial year that may not already be recorded in the accounting records?
  • Please provide the beneficiary name, amount or value, and a brief description of the distribution.
  • Did any person obtain or cease to hold a power to appoint or remove trustees or beneficiaries, or amend the trust deed, during the financial year?
  • Please provide the person's name and the date the power started or ended.
  • Did the country of tax residence of any settlor, beneficiary receiving a distribution, or person holding a power of appointment change during the financial year?
  • Please provide the person's name and new country of tax residence.

  • Partnership

  • Were there any changes in the partners during the financial year?
  • Please provide the name of the partner who joined or left and the effective date.
  • Did the agreed profit or loss sharing percentage between the partners change during the financial year?
  • Please provide each partner’s new profit or loss sharing percentage and the effective date of the change.
  • Was the partnership agreement created, amended or replaced during the financial year?
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