INDIVIDUAL QUESTIONNAIRE
  • PERSONAL INFORMATION FOR TAX RETURNS

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

  • Examples below of income and information required. Overseas interest, dividends, wages received, and taxation paid Any overseas investments held during the year and all reports
    relating to them Interest in a foreign company, unit trust, life insurance policy or superannuation schemes.

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

  • 6. 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).

  • 7. 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.
  • 8. 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:

  • 10. REFUND BANK ACCOUNT

    Please provide the bank account name and number that should there be a refund you would like it to be deposited into.
  • 15. 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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