INDIVIDUAL QUESTIONNAIRE
  • PERSONAL INFORMATION FOR TAX RETURNS

  • The IRD Summary of Earnings will be sent directly to us

    If you received Family Support during the year, please provide the certificate received from the Inland Revenue Department and any other relevant information.

  • 4. Offshore equity investments may be subject to tax under the Fair Dividend Rate (FDR) method of measuring income. Complex calculations may be required, although these may have been done for you already and summarized in a portfolio summary report provided by an investment manager or advisor.

    Please provide us with details of:

    All foreign equities owned during the year (name of entity, country of residence, number of shares/units, etc)

    Their cost price if acquired during the year or market value as at the start of that year if already owned.

    Any income distributions or sale proceeds received.

  • If from a partnership, trust, look-through company or an estate, please supply the following details:

  • 7. Charitable Donations.

    We will complete and file these returns if required. Please indicate if you have already filed your own rebate claim return.

  • If Yes – please provide details of your donations (receipts).

  • 8. Expenses

    Attach details of expenses incurred in earning income (other than your PAYE/employment income) Examples are income protection insurance, commissions, interest on loans used to buy investments.
  • 9. Working for Families Tax Credits (WFFTC)

  • If yes, please supply the following details:

  • If you answer Yes to ANY of the questions below– please provide details on a separate sheet.

  • Other Income for WFFTC:

  • 11. Instructions / Authorisation for BTA Ltd:

    I instruct BTA Ltd to prepare my taxation return. I undertake to supply all information necessary for this engagement and to be responsible for the accuracy and completeness of such information. Your services are not intended to and accordingly will not result in the expression by you of an opinion on the tax return summary or related schedules insofar as third parties are concerned.

    Authorisation to obtain information subject to the Privacy Act:
    I authorise BTA Ltd to communicate with the appropriate bankers, solicitors, finance companies and other persons or organisations to obtain such further information as is required to carry out the above engagement.
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