Annual Tax Questionnaires

It is very important that you complete the relevant questionnaires as they provide us with essential information. We need this to complete your financial accounts and assist us to ensure that all your tax obligations are met. Please take the time to complete these and attach the relevant information (you will be guided as to the information we need as you work through the questionnaire).

 

[scroll down to access the questionnaires]


HELP US HELP YOU

You may be required to complete more than one type of questionnaire, depending on the entities that are applicable to you. Most clients will need to complete a Business Questionnaire (which covers businesses operating through a Company, Partnership or Sole Trading, as well as all Rental Property Owners, except for Trusts). Trusts have their own questionnaire. A Personal Questionnaire is required for all associated people for whom we prepare a personal tax return. If you are unsure of the questionnaire(s) that apply to you, please contact your Client Manager.

 Wellington accountants

HOW TO SEND IN YOUR COMPLETED QUESTIONNAIRES

You can return the completed questionnaire, additional information and our signed Terms of Engagement using one of these methods:

  • Email it to:
  • Mail it to: Tori C/- ilumin Limited PO Box 2648 Wellington 6140
  • Courier or drop off to our office: Level 4, ilumin House, 186 Willis Street, Wellington 6011

Click on the relevant link below to download a form to your computer. Then open the file in Adobe Reader and complete the required information.

Once you are done choose File > Save As to save your work. You can then send your completed forms and additional information back to Tori.


2024 ANNUAL QUESTIONNAIRES

– FOR YEAR ENDING 31 MARCH 2024 (1 APRIL 2023 TO 31 MARCH 2024)

2024 annual accounts

2024 ilumin Business Questionnaire

Individual-Questionnaire-2024

2024 ilumin Individual Questionnaire

Trust-Questionnaire-2024

2024 ilumin Trust Questionnaire

Individual-Non-Resitdent-Questionnaire-2024

2024 ilumin Individual Non Resident Questionnaire

Annual Engagement Authority 2024

2024-Annual Engagement Authority

2023 ANNUAL QUESTIONNAIRES

– FOR YEAR ENDING 31 MARCH 2023 (1 APRIL 2022 TO 31 MARCH 2023)

2023 business tax questionnaire

2023 ilumin Business Questionnaire

2023 individual tax questionnaire

2023 ilumin Individual Questionnaire

2023 trust questionnaire

2023 ilumin Trust Questionnaire

2023 individual non resident tax questionnaire

2023 ilumin Individual Non Resident Questionnaire

2023 tax compliance annual engagement authority

2023 ilumin Annual Engagement Authority

CLIENT REVIEWS