Rental Questionnaire

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Client Name

Please check your email address for errors

Phone (Business or Home)

Phone (Mobile)

Fax

Balance Date

Client Name 1

IRD Number 1

Client Name 2

IRD Number 2

Client Name 3

IRD Number 3

Client Name 4

IRD Number 4

Client Name 5

IRD Number 5

Under the Companies Amendment Act 2014 there is now a requirement for all directors to provide their place of birth and date of birth AND in addition, there must be at least one director that either lives in New Zealand; or lives in Australia and is a director of a company incorporated in Australia:

Director Name 1

Date of Birth

City/Town of Birth

Country of Birth

Current Residential Address

Director Name 2

Date of Birth

City/Town of Birth

Country of Birth

Current Residential Address

Director Name 3

Date of Birth

City/Town of Birth

Country of Birth

Current Residential Address

Director Name 4

Date of Birth

City/Town of Birth

Country of Birth

Current Residential Address

Director Name 5

Date of Birth

City/Town of Birth

Country of Birth

Current Residential Address

Property Details

Please provide us with the addresses of any rental properties you have.

Address

If a property was not rented for a full 12 months, please provide details of why it was vacant.

Rental Income and Expenditure

Please supply bank statements clearly identifying and detailing all transactions that relate to the rental properties

OR please provide details of the following for each rental property. Use a separate sheet if necessary.

Income

Total Rent Received

Expenses

Accounting Fees

Phone

Advertising (to rent)

Power

Bank fees

Rates (including regional council rates)

Insurance

Legal fees

Repairs and Maintenance

Please attach details or invoices

Management fees

Mortgage interest

Please attach copy of loan summary/statements from bank

Valuation fees

Water rates

Details of any other expense relating to rental property:

Expense

Amount

Expense

Amount

Details of visits to inspect/conduct property business:

Date

Details

Kilometres

Date

Details

Kilometres

Date

Details

Kilometres

Home Office Expenses

If part of your home is set aside principally for use as an office/workshop/storage area, please provide the following details:

Area used for Business (m²)

Total Area of House & Workshop (m²)

Power ($)

Insurance – Building & Contents ($)

Interest – House Mortgage ($)

Rates – including regional council ($)

Repairs and Maintenance ($)

Other ($)

Total ($)

Cost of House & Section ($)

Cost of Section ($)

Construction materials (timber, brick, etc)

Residential Land Withholding Tax

Have you sold residential property in New Zealand where Residential Land Withholding Tax has been deducted and paid to the IRD? Yes No

if Yes, please provide details.

IR1100 Residential land withholding tax return

Residential Property Sales

Have you sold any residential property during the year (not otherwise detailed on the information provided)? Yes No

If Yes, when was the property purchased?

If it was purchased with 5 years of the sale date,

What was the original purchase price?

What was the sale price?

Mixed Use Holiday Home

Do you own a mixed use holiday home? Yes No

Does this entity have a property (such as a holiday home or a bach) that is used privately and also to derive income? Yes No

If Yes, please provide details of property

Was the property empty for 62 days in the income year? Yes No

If yes, please complete the following section so we can determine the amount of allowable deductions.

The number of days the property was empty during the income year

The number of days the property was used by family or associated persons* during the income year OR where income from any person received was less than 80% of market rate (*associated persons include close relatives, or if owned by an entity, persons associated with the entity owning the property)

If there is more than one tenant who used the property through the year, please provide details.

Name of tenant

Relationship to owner (if any)

Amount of rent they paid ($)

Dates rented (from - to)

Expenses incurred in respect of the property (the list below is not exhaustive – details of all expenses will be required):

Cost of advertising for tenants ($)

Cost of repairing damages caused by tenants ($)

Number of days spent in the property while repairing damages caused by tenants

Mortgage interest ($)

Rates ($)

Insurance ($)

Repairs/maintenance for general wear and tear ($)

Other ($) – please give details

Mixed Use Boat or Plane

Does this entity have a boat or plane (with a market value of ,000 or greater), that is used privately and also to derive income? Yes No

It yes, please provide a description

Market value

Was the asset unused for 62 days in the income year? Yes No

If yes, please complete the following section so we can determine the amount of allowable deductions.

The number of days the asset was NOT used during the income year

The number of days the asset was used by family or associated persons* during the income year OR where income from any person received was less than 80% of market rate (*associated persons include close relatives, or if owned by an entity, persons associated with the entity owning the asset)

For non-associated persons where payment received is at least 80% of market value:

Number of days the asset was used

Income received

Expenses incurred in respect of the property (the list below is not exhaustive – details of all expenses will be required):

Cost of advertising for hireage ($)

Cost of repairing damages caused by hireage ($)

Operating costs / supplies ($)

Insurance ($)

Repairs/maintenance for general wear and tear ($)

Other ($) – please give details

Other Details Required (if applicable)

Solicitors Settlement Statement

Sale and Purchase Agreement

Loan details for property purchased

A copy of the latest Rateable Valuation

Any notifications provided to IRD of residential property held on revenue account (taxable on sale)

A list of chattels with their dates and value for properties bought or sold during the year

Terms of Engagement

I have read and accept the Terms of Engagement

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Rental Questionnaire

Property Details

Rental Income and Expenditure

Home Office Expenses

Residential Land Withholding Tax

Residential Property Sales

Mixed Use Holiday Home

Mixed Use Boat or Plane

Other Details Required (if applicable)

Terms of Engagement

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