Client Questionnaire 2023

Please list details of any Accounts Receivable at the end of the financial year if they are not already recorded in your accounting system (invoices you have issued but not received payment for yet)

Please provide details when you give your documents to us.

Please list details of any Accounts Payable at the end of the financial year if they are not already recorded in your accounting system (invoices you have received but not paid yet)

Please provide details when you give your documents to us.

Were there any assets and/or property purchased or sold during the year?

Please provide invoices and settlement statements

Home office expenses

If part of your home is used as an office/workshop/storage area, please tick the Y box and provide the following details for what was paid over the financial year. 

Phone ($)

Please supply us with annual phone expenses not your phone number

Interest - mortgage / rent ($)

Please note - only the interest portion is deductible, the principal payments are not deductible

Repairs and maintenance ($)

Please note - there must be a link between the R & M expense and the business in order to claim under home office

Do you have income protection?

If yes, please provide information when you provide your documents to us.

Have you paid any personal donations?

If yes, please provide information when you provide your documents to us.

Do you have any foreseeable goals or intentions we may need to be aware of?

This could include selling property or winding up a business.

Are you or your partner receiving Working For Families Tax Credits?

If you are, please provide the details of any children we don't already have recorded (full name, date of birth and IRD number) and income details for your partner if you would like us to do a Working For Families calculation.

If any of your contact information has changed in the last year please advise below.

This is for yourself, your bank, lawyer and accounting system. Including postal and residential addresses, email address and phone numbers.

Tell us about any changes in your business

Did you receive any Covid financial assistance? Has your business or income changed since last time?

I understand I will need to provide the following information, if relevant, when I submit my documents: Bank statements as at the end of the financial year, Loan statements, Details of Accounts Receivable (owed to you), Details of Accounts Payable (you need to pay), Details of any assets sold or purchased, Details of any business transactions conducted outside of business bank accounts, Donation receipts, Student Loan statement from IRD as at the end of the financial year, Interest and dividend statements, private use of motor vehicle, interest/dividend certificates, details of any income derived overseas.

By ticking this box I agree to the Terms of Engagement with Osborne Group 2013 Limited.

Click to view terms.

clients/terms_of_engagement_2023