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.
Year End Questionnaires
In addition we will need you to provide the relevant information. Below are our standard questionnaires.
Please Note you may need to print more than 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.
Our standard rental worksheet is no longer part of the rental questionnaire’s. You can download a copy by clicking the button below.
Rental Questionnaire for Individuals
If you have a rental property in your own name, please complete a Rental Questionnaire for Individuals.
Rental Questionnaire for Non-Individuals.
If you have a rental property in another entity (Company, Trust, Partnership) please complete a Rental Questionnaire for Non-Individuals.
If you are in business as a Sole trader, Trust, or Company, please complete a Business Questionnaire.
If you have a Trust, please complete a Trust Questionnaire.
If you have shares, dividends or other investments, please complete an Investor Questionnaire.
If you need us to complete your GST return, please complete this questionnaire GST.
Our terms and Conditions
By utilising our services you must agree to our Terms and Conditions of Service please download a copy and familiarise your self with these. This will give you an understanding of what’s required of you as a customer and how we approach our work.
Term And Conditions
Please download and read our terms and conditions of service.
Need Help With Your Trust?
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managing your trust contact us to get started