Miller Johnson Chartered Accountants
2023 Questionnaire for completion of individual income tax return
(one questionnaire to be completed for each person’s return, and only for income received in your own name or jointly with another person)
Name:
Best contact method:
Date required by:
This questionnaire is designed to be completed one of two ways:
Print, complete by hand, sign and return to us with your records
Complete and submit online (Email supporting documents to team@millerjohnson.co.nz)
This questionnaire has been designed to be as simple as we can make it, given current tax laws and taxpayer and agent obligations.
It is important that you answer every question as indicated. Where your response indicates that a separate set of questions or more information is required, contact your usual accountant at our office.
All questions are for the year 1 April 2022 to 31 March 2023
Did you have any income from which PAYE is deducted? (This includes: wages, withholding payments, NZ superannuation, benefits) If so, you do not need to take any further action. We will be able to access this information from IRD.
YesNo
Withholding payments
Do you earn income which is subject to schedular payments e.g. real estate sales? YesNo
If yes, supply copies of all commission slips.
If you incur expenses related to this income, also complete our business questionnaire.
Investment income
It is important you answer ALL questions in this section, regardless of whether you receive income or not.
For all “Yes” answers, please supply supporting documentation (e.g. bank interest certificate, company dividend statements.) If we do not receive this information in full, this will delay and possibly increase the cost of preparation of your return.
Also include any income which you receive jointly with another person, and clearly mark this as joint income.
Do you receive any interest income? YesNo
Do you receive any dividend income? YesNo
Do you hold any funds in managed funds? If yes, we will need the annual tax statement from your financial adviser YesNo
Do you hold any funds in PIE investments, including KiwiSaver? Please note we receive details of this information via the Inland Revenue’s myIR website. We are required to check the PIR (tax rate on the PIE funds) as part of your tax return preparation. YesNo
Property
Do you receive any income from any of these sources?
Do you own (or part own) any investment rental property? If yes, complete our rental questionnaire for each property. YesNo
Your own home is occasionally rented out such as Air BnB YesNo
Your holiday home is rented from time to time to cover expenses YesNo
You receive rent or board from people living in your home YesNo
If any of the above apply, we will contact you.
In the 2022-23 financial year, have you bought or sold a property which is NOT your primary residence? If yes, we will contact you for further information YesNo
Family
Do you have children who are under 19 years old? If yes, we will contact you in preparing your income tax return, if you are eligible for family tax relief. YesNo
Offshore assets
Do you receive any income from overseas pensions? YesNo What currency are you paid in? Please forward us a copy of the Monthly Pension Statements, or your bank statements.
Do you receive any income from overseas (which is not part of above answer)? YesNo
Do you hold any overseas assets? If yes, list on a separate sheet and supply to us. YesNo
Charitable or school donations
Do you make any charitable donations?
If yes, do you wish us to prepare a tax rebate claim for you? If you wish us to prepare your donations return, send us all receipts for charitable donations YesNo
Miscellaneous (we will contact you for more information as required)
Do you have a student loan which has not yet been repaid? YesNo
Do you pay interest on funds borrowed to invest in a business? YesNo
If yes, how much did you pay in and to whom in the year?
Do you have income protection insurance? YesNo If yes, how much did you pay in premiums for this insurance only in the year? .
If you received an inheritance, whether from NZ or overseas, advise details YesNo
Do you trade shares i.e. buy and sell for profit? YesNo
Did you receive income from a trust, business, or estate for which Miller Johnson do not prepare financial accounts and income tax returns, whether from NZ or overseas? YesNo
If yes, outline briefly here, and either send us the full details or contact us to discuss
Do you barter (exchange without money) for goods and/or services, let us know. YesNo
Do you hold or trade any cryptocurrency, supply details YesNo
Did you receive income from any other source, note below. This includes any other money which comes in to your household. YesNo
Is there anything else you wish us to know, or want to say to us? Email or give us a call.
Declaration
Finally, we need you to make some declarations. These declarations should be made by the individual named on the front page, or the name of the declarer clearly indicated below. If you are unable to state any of the three declarations i.e. they are NOT true or correct, do not select that declaration. We will be in touch.
With respect to the year ended 31 March 2023:
I declare that all income from all sources, received by me has been included in the records supplied to Miller Johnson.
Except as stated above, I declare that I hold no overseas financial interests of any kind, including but not limited to – bank accounts, credit cards, property, loans, superannuation.
I declare that I have completed this questionnaire to the best of my knowledge and completely.
Tick the box to allow authorisation to use this information
I authorise you to use this information to prepare my returns
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