Year End Questionnaires and Authority to Act

Please print, sign and return an Authority to Act (one for each entity). We need another signed copy each year we complete your returns.

Authority to Act To comply with a number of changes we have attached a copy of our current terms and conditions.

In addition we will need you to provide the relevant information. Below are our standard questionnaires. Please Note you may need to print more then one. For example if your a sole trader and own a rental property you will need to complete a business questionnaire and a rental (I) questionnaire.

If you are in business as a Sole trader, Trust, or Company, please complete a Business Questionnaire.

If you have a rental property in your own name, please complete a Rental Questionnaire for Individuals.

If you have a rental property in another entity (Company, Trust, Partnership) please complete a Rental Questionnaire for Non-Individuals.

Our standard rental worksheet is no longer part of the rental questionnaire's. You can download a copy, here.

If you have a Trust, please complete a Trust Questionnaire.

If you have shares, dividends or other investments, please complete a Investor Questionnaire.

If you need us to complete your GST return, please complete this questionnaire GST.

Full terms of engagement v201903

As always we are here to help any questions please let us know.