Financial Statements Questionnaire for Rental

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.
Client Name:*
Balance Date:*
Please indicate which financial year end the data in this questionnaire relates to
Phone:*
Mobile:*
Email:*
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.
Signature*
Date*
A convenient time to call you is:
Alternative phone numbers:
When do you want your accounts completed by?
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.
Property Details
Address Rented Y/N Holiday Home Y/N Number of Days for Personal Use
If a property was not rented for the full 12 months, please provide details of why it was vacant.
New Property?
Have you done a valuation by a registered Chattels Valuer?
- Yes
- No
Please upload report from Registered Chattels Valuer, or send us a note in the field below
Drop files here or
I am unable to supply the above information at this time because
(please send us a note as to why this information cannot be supplied at this time).
Rental Income & Expenditure
Are we receiving your bank statements via BankLink?
- Yes
- No
Please supply bank statements clearly identifying and detailing all transactions that relate to the rental properties
- or move to the next question and fill in the table
- or, leave us a note in the field below
Drop files here or
If not supplying bank statements above, Please provide the following details for each rental property, or leave us a note in the field below
Address Total Rent Received $ Rates $ Insurance $ Repairs & Maintenance $ Mortgage Interest $
I am unable to supply the above information at this time because
(please send us a note as to why the information cannot be supplied at this time).
Please attached details the following documents, or leave us a note in the field below
-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
I am unable to supply the above information at this time because
(please send us a note as to which information cannot be supplied at this time, and why).
Details of visits to inspect property/conduct property business
Date Details Kilometres (round trip)
Home Office Expenses
Is part of your home is set aside principally for use as an office/workshop/storage area and used in relation to your rental property?
(You may be able to claim a proportion of your home expenses against your rental income).
- Yes
- No
- N/A
The area set aside principally for use as an office/workshop/storage area
- Is the same as last year
- Has changed since last year
Area used for Rental Property
Rental Property Area (m2) Total Area of House, Workshop & Storage (m2)
Power
Total Paid for the Year Includes GST - Y/N
Insurance (Building & Contents)
Total Paid for the Year Includes GST - Y/N
Interest (House Mortgage)
Total Paid for the Year Includes GST - Y/N
Rates
Total Paid for the Year Includes GST - Y/N
Water Rates
Total Paid for the Year Includes GST - Y/N
Repairs & Maintenance
Total Paid for the Year Includes GST - Y/N
Other
Total Paid for the Year Includes GST - Y/N
Total Home Office Expenses paid for the year
Total Paid for the Year Includes 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.
Landline
Percentage Use Total Landline for year Total Rental related Tolls for year Includes GST - Y/N
Other Details Required
Please attach:
- 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
I am unable to supply some of the above information at this time because
(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.
Please select the staff member you would like to email your questionnaire to*

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

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

Terms of Engagement

Property Details

Rental Income & Expenditure

Home Office Expenses

Home Telephone Expense

Other Details Required

Thank you for completing this questionnaire.

Raynes Gibson & Matthews Accountants Ltd

Raynes Gibson & Matthews
Accountants Ltd