Financial Statements Questionnaire for Trust

Accounting247 - Trust

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.
Client Name*
First Last
Client personal IR Number
Trust Name
Trust IRD Number
Balance Date:
Please indicate which financial year end the data in this questionnaire relates to
Date Format: MM slash DD slash YYYY
Phone*
Alternative Phone
Email*
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.
Signature*
Date*
Date Format: MM slash DD slash YYYY
Supporting documents

Please attach requested documents. Documents might include: - Deed of Trust - Trust bank statements - Minutes of Trust meetings - Resolution documents - Any other relevant documents
Drop files here or
I am unable to supply some of the above information at this time because:
(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.
Name
This field is for validation purposes and should be left unchanged.