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You are here: Home > Questionnaires > Year end Questionnaires


Greetings. The end of the 2014  tax year has arrived.


The following questionnaires need to be completed depending on your business. If you need additional questionnaires please contact us or download them from our website.


Tax questionnaire




Rental Questionnaire

If you have rental properties


Trust Questionnaire

If you have a Trust


Business Questionnaire- XERO

If you operate a business and use Xero


Myob Client Questionnaire

If you operate a business and use accounting software or online accounting programs


We are required to hold a signed questionnaire before we commence your work. Therefore it is important that we receive completed and signed questionnaires to avoid any unnecessary delays. Please take time to complete these questionnaires as a well completed questionnaire will save us time and you money.


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Xero is online accounting software that has been designed for small to medium sized businesses. It makes managing the financial health of your business more transparent, straightforward and fun.

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Auckland Office 

13th Floor
92  Albert Street
Auckland CBD, 1010

Phone: (+64) 09 575 9873
Fax: (+64) 09 575 9863


Northland Office

2 Broadview Road
Off SH11

Phone: (+64) 09 402 5133
Fax: (+64) 09 575 9863