Client Questionnaires

Our questionaires are needed annually as your authority to prepare your annual accounts - please return to us with your supporting documents, such as year-end bank & credit card statements. These forms provide us with the full details of information we require to prepare your financial statements and tax returns.  It helps us if you can provide as much information as possible.  If you're unsure please give us a call to discuss the documents we require.

Click the appropriate link below to download and print the forms. Each business needs a separate survey.

If your business is a farm please also complete the livestock forms. 

If you are a labour-only contractor, or receive schedular withholding payments, please complete the Schedular Contractors form. 

An individual tax questionaire is also required for each person please.

We can download your Summary of earnings direct from Inland Revenue.