Rental Questionnaire 2023

    Miller Johnson Chartered Accountants

    2023 Supplementary Questionnaire for rental income

    (For tax purposes; rent also includes: air BnB, holiday home rental, flatmates and boarders)

    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

    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

    What system do you use to record the financial transactions of the business? Select an option below:

    If the answer is none of these, complete the attached workpaper for each rental property

    For ALL of these options, we need you to answer these questions:


    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:

    • - select if this is the answer OR

    (Contact us if you need assistance with this)


    Is there anything else you wish us to know, or want to say to us? Email or give us a call.


    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:

    Tick the box to allow authorisation to use this information