Accounting247 - Rental

  • PLEASE ENSURE THAT ALL RECORDS AS REQUESTED THROUGHOUT THIS QUESTIONNAIRE, ARE INCLUDED.
    If you are unable to provide certain information, please include your notes about this in the field provided below each question.

    We look forward to seeing you in the office when you bring them in.

  • Please indicate which financial year end the data in this questionnaire relates to
    Date Format: MM slash DD slash YYYY
  • TERMS OF ENGAGEMENT:

    To Accounting247 Ltd
    I/We hereby instruct you to prepare my/our Financial Statements and Taxation Returns for this year from the information and records I/We have supplied to you.
    I/We accept responsibility for the accuracy and completeness of all records and information supplied to you.
    You are hereby authorised to communicate with my/our bankers, solicitors, finance companies, and any other business that I/We deal with to obtain such information as you require in order to complete the above duties.
  • Date Format: MM slash DD slash YYYY

  • PROPERTY DETAILS
    Please provide us with the addresses of any rental properties you have,
    And
    Please indicate if your property is rented or used as a Holiday home. (If used as a Holiday home, please provide number of days it was used for personal use.)
  • Please provide details about each of your property/ies
    Property AddressRented (Y/N)?Holiday Home (Y/N)?Number of days for personal use 
  • Have you done a valuation by a registered Chattels Valuer?
  • Drop files here or



  • How do you provide bank statements?
  • Please attached details the following documents, or leave us a note in the field below

    -Details or invoices for any Repairs & Maintenance
    -Loan summary/statements from bank, to support interest and loan balances at balance date.
    -Details and invoices for any other expenses relating to the rental properties.

    Please provide your files here, including bank statements:
    Drop files here or
  • (please send us a note as to which information cannot be supplied at this time, and why).
  • DATEDETAILSKILOMETRES (ROUND TRIP) 

  • Is part of your home is set aside principally for use as an office/workshop/storage area and used in relation to your rental property?
    (You may be able to claim a proportion of your home expenses against your rental income).


  • -You can claim up to 50% of the landline (more if justified) and 100% toll calls if rental related.
    -Please separate toll calls from landline.
    PERCENTAGE USETOTAL PHONE BILL FOR YEARTOTAL RENTAL RELATED TOLLS FOR YEARINCLUDES GST - Y/N 



  • Please attach:

    - Solicitors Settlement Statement
    - Sales & Purchase Agreement
    - Loan Details for property Purchased
    - A copy of the latest Rateable Valuation
    - A list of chattels and their value for properties bought or sold during the year (if applicable)
    Or send us a note in the field below
    Drop files here or
  • (please send us a note as to which information cannot be supplied at this time, and why).
  • THANK YOU FOR COMPLETING THIS QUESTIONNAIRE.
    Your time and effort is appreciated.
    **Please ensure you have provided all the information required to complete your Financials & Tax Returns.
    Lack of complete information may mean an increase in fees as we need to follow up for more information.
  • This field is for validation purposes and should be left unchanged.