RGMA Accountants
  • Home
  • About Us
    • Meet the Team
  • Why Choose Us?
  • Services
  • Resources
  • Contact
  • Search
  • Menu Menu

Raynes Gibson & Matthews Accountants Ltd - Financial Statements Questionnaire for Rental

  • Please ensure that all records as requested throughout this questionnaire, are included.

    If you are unable to provide certain information, please include your notes about this in the field provided below each question.
    We look forward to seeing you in the office when you bring them in.
  • Please indicate which financial year end the data in this questionnaire relates to
    DD slash MM slash YYYY
  • Terms of Engagement

    To Raynes Gibson & Matthews Accountants Ltd
    I/We hereby instruct you to prepare my/our Financial Statements and Taxation Returns for this year from the information and records I/We have supplied to you.
    I/We accept responsibility for the accuracy and completeness of all records and information supplied to you.
    You are hereby authorised to communicate with my/our bankers, solicitors, finance companies, and any other business that I/We deal with to obtain such information as you require in order to complete the above duties.
  • DD slash MM slash YYYY
  • Property Details

    Please provide us with the addresses of any rental properties you have,
    And
    Please indicate if your property is rented or used as a Holiday home
    **If used as a Holiday home, please provide number of days it was used for personal use.
  • AddressRented Y/NHoliday Home Y/NNumber of Days for Personal Use 
  • Have you done a valuation by a registered Chattels Valuer?
  • Drop files here or
    Max. file size: 128 MB.
    • (please send us a note as to why this information cannot be supplied at this time).
    • Rental Income & Expenditure

    • - or move to the next question and fill in the table
      - or, leave us a note in the field below
      Drop files here or
      Max. file size: 128 MB.
      • AddressTotal Rent Received $Rates $Insurance $Repairs & Maintenance $Mortgage Interest $ 
      • (please send us a note as to why the information cannot be supplied at this time).
      • -Details or invoices for any Repairs & Maintenance
        -Loan summary/statements from bank, to support interest and loan balances at balance date.
        -Details and invoices for any other expenses relating to the rental properties.
        Drop files here or
        Max. file size: 128 MB.
        • (please send us a note as to which information cannot be supplied at this time, and why).
        • DateDetailsKilometres (round trip) 
        • Home Office Expenses

        • (You may be able to claim a proportion of your home expenses against your rental income).
        • Rental Property Area (m2)Total Area of House, Workshop & Storage (m2) 
        • Total Paid for the YearIncludes GST - Y/N 
        • Total Paid for the YearIncludes GST - Y/N 
        • Total Paid for the YearIncludes GST - Y/N 
        • Total Paid for the YearIncludes GST - Y/N 
        • Total Paid for the YearIncludes GST - Y/N 
        • Total Paid for the YearIncludes GST - Y/N 
        • Total Paid for the YearIncludes GST - Y/N 
        • Total Paid for the YearIncludes GST - Y/N 
        • Home Telephone Expense

          -You can claim up to 50% of the landline (more if justified)
          and
          100% toll calls if rental related. -Please separate toll calls from landline.
        • Percentage UseTotal Landline for yearTotal Rental related Tolls for yearIncludes GST - Y/N 
        • Other Details Required

        • - Solicitors Settlement Statement
          - Sales & Purchase Agreement
          - Loan Details for property Purchased
          - A copy of the latest Rateable Valuation
          - A list of chattels and their value for properties bought or sold during the year (if applicable)
          Or send us a note in the field below
          Drop files here or
          Max. file size: 128 MB.
          • (please send us a note as to which information cannot be supplied at this time, and why).
          • Thank you for completing this questionnaire.

            Your time and effort is appreciated.
            **Please ensure you have provided all the information required to complete your Financials & Tax Returns.
            Lack of complete information may mean an increase in fees as we need to follow up for more information.
          Save and Continue Later

          Raynes Gibson & Matthews
          Accountants Ltd

          110 St Lukes Road
          Sandringham
          Auckland 1025

          Phone (09) 815 7975
          Fax (09) 815 1217
          Click here to email enquiry

          © Copyright - RGMA Accountants | Site by Claristone
          Scroll to top