Annual Tax Questionnaires
It is very important that you complete the relevant questionnaires as they provide us with essential information. We need this to complete your financial accounts and assist us to ensure that all your tax obligations are met. Please take the time to complete these and attach the relevant information (you will be guided as to the information we need as you work through the questionnaire).
HELP US HELP YOU
You may be required to complete more than one type of questionnaire, depending on the entities that are applicable to you. Most clients will need to complete a Business Questionnaire (which covers businesses operating through a Company, Partnership or Sole Trading, as well as all Rental Property Owners, except for Trusts). Trusts have their own questionnaire. A Personal Questionnaire is required for all associated people for whom we prepare a personal tax return. If you are unsure of the questionnaire(s) that apply to you, please contact your Client Manager.
HOW TO SEND IN YOUR COMPLETED QUESTIONNAIRES
You can return the completed questionnaire, additional information and our signed Terms of Engagement using one of these methods:
- Email it to:
- Mail it to: Tori C/- ilumin Limited PO Box 2648 Wellington 6140
- Courier or drop off to our office: Level 4, ilumin House, 186 Willis Street, Wellington 6011
Click on the relevant link below to download a form to your computer. Then open the file in Adobe Reader and complete the required information.
Once you are done choose File > Save As to save your work. You can then send your completed forms and additional information back to Tori.
2024 ANNUAL QUESTIONNAIRES
– FOR YEAR ENDING 31 MARCH 2024 (1 APRIL 2023 TO 31 MARCH 2024)
2023 ANNUAL QUESTIONNAIRES
– FOR YEAR ENDING 31 MARCH 2023 (1 APRIL 2022 TO 31 MARCH 2023)
CLIENT REVIEWS
“I have been using the friendly team at Ilumin for over 20 years and their bi monthly reports are key to me keeping my finger on the pulse of what’s happening in my businesses.”
— Sharron Holland, Director
“We have been with Ilumin for a very long time now, and we really feel so comfortable with Cathy and her team. It is so easy to phone Cathy for a bit of advice before making any financial decisions. They are so helpful, they go out of their way to explain in plain language to help me understand.”
— Mary, Owner, MJ Harris Building Contractors
“Awesome team of accountants and would highly recommend them.”
— Razia Heyworth
“Fantastic people, fantastic service – recommended!”
— Jonathan Cutts
OTHER ACCOUNTING SERVICES
You may be interested in our other range of accounting services: