• Note:
    Please complete this questionnaire with regard to your trust. The information required is in addition to any included in a rental, business and/or a farming questionnaire.

  • If yes, please supply copy of the gifting statement sent to the IRD and any other legal documentation relating to the gifting, e.g. The Deed of Reduction of Debt.

  • If yes, please supply full details, and include a copy of any Deed of Debt or a copy of the Deed for the Reduction of Debt.

  • 9. Please provide the bank account name and number that should there be a refund you would
    like it to be deposited into

  • 10. Please provide the details, (date and amount) for any and all Wage subsidies, Resurgence payments
    or any other COVID related support payments received during the year.

  • 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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