Financing

Provide annual bank certificates for all mortgages taken out for rental purposes

If any new loans of any kind have been taken out during the year, supply details. This will include bank loans, including mortgages, asset finance, and personal finance loans.

Also, if you are considering taking out any finance in the next 12 months, we strongly recommend you let us know. We may be able to assist you to ensure interest costs on loans are tax-deductible, and also assist with asset and business protection.

For new loans, list amount, lender, date and also supply the loan documentation.

Likewise, if you have repaid a loan (for which – well done) supply us with the relevant documentation.

Rental agents

Supply a copy of all statements received from rental agents during the year unless they are sent to our office. If you record rental in your accounting system, we will still require the 31 March statement from your rental agent.

Rental Assets and Major Maintenance

If any rental assets were bought, sold or scrapped during the year, even if recorded in your accounting system, we need a list showing each item, the date bought or sold, the full purchase/sale price, and paperwork covering any financing. New assets costing less than $1,000 may be treated as expenses, and we don’t need full details of these – but they do need to be identified so that we can make sure the tax treatment is correct.

Select an option below:

• No assets were bought or sold during the year - select if this is the answer OR

• Major maintenance work was undertaken on a property and details have been supplied

(Contact us if you need assistance with this)

Other:

Have you or any member of your family lived in any property which is usually rented out?
YesNo

Have there been any significant events, such as leaky home, or tenant damage?
YesNo

If you received any bonds during the year, advise details, including payment over to Housing NZ

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 either of the two 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:

1. I declare that all income from all sources, received by me has been included in the records supplied to Miller Johnson.

2. I declare that I have completed this questionnaire to the best of my knowledge and completely.