• Yugraj Singh Mahil Chartered Accountants Limited

  • Rental Property Questionnaire

    For the financial year you select below

  • No need to work out any figures. Just answer a few quick questions and upload your documents. We will prepare the numbers for your tax return.

    Prefer email? Send your documents to ysm@yugrajca.co.nz with your name in the subject line.

  • Financial year ended (usually 31 March, e.g. 31/03/2026)*
     - -
  • Do you own any of these properties jointly with someone else (e.g. spouse, partner, family member or a company/trust)?*

  • 1. Property Manager

  • Do you use a property manager?*
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof

  • 2. Bank & Loan Statements

  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
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    Choose a file
    Cancelof

  • 3. Expenses You Paid Yourself

    Expenses not already shown on a property manager statement
  • Which of these did you pay yourself? (tick all that apply — leave blank if none)
  • Upload a File
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    Choose a file
    Cancelof

  • 4. Changes During the Year

  • Did you buy, sell or transfer a rental property?*
  • Was any property used by you, family or friends, or left empty and not available for rent?*
  • Did you make any improvements or buy new items (e.g. heat pump, carpet, appliances)?*
  • Did you take out a new loan or refinance?*
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof

  • 5. Declaration

  • Documents*

  • I confirm that the information and documents provided are true and complete to the best of my knowledge, and include all rental income and expenses for the year.

  • Signatory Date*
     - -
  • Should be Empty: