Sample Rental Questionnaire Template
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4Rental Questionnaire – 2017
Ensure this questionnaire is completed and included with your records
Client Name
Phone:
Postal Address:
Email:
To: Bishop Toomey & Pfeifer Limited
Terms of Engagement
I/we hereby instruct you to prepare our Taxation Returns for the 31st March 2017 year. I/we undertake to supply all
information necessary to carry out such services, and will be responsible for the accuracy and completeness of such
information. You are hereby authorised to communicate with my/our bankers, solicitors, finance companies and all
government agencies to obtain such information as you require in order to complete the above assignments. I/we
authorise you to obtain information from Inland Revenue about all tax types except child support (NCP or CPR) in order to
complete the above assignments. This includes obtaining information through all Inland Revenue media and
communication channels.
You are to represent me/us as my/our tax agent. All income tax returns will be signed by me/us however you are
authorised to sign any other taxation return on behalf of myself/ourselves or any of my/our associated entities.
I/We also accept that you have the right to charge interest on overdue accounts at the rate of 1.5% per month, and that all
th
accounts are due for payment by the 20
of the month following invoice date. The charging of such interest will be at your
discretion. I/We accept that any collection costs you incur will be fully recoverable from me/us.
Name
IRD Number
Signature
Date
Under the Companies Amendment Act 2014 there is now a requirement for all directors to provide their
place of birth and date of birth AND in addition, there must be at least one director that either lives in
New Zealand; or lives in Australia and is a director of a company incorporated in Australia:
Director
Date of birth
City / Town of birth
Country of birth
Current residential address
Property Details
Please provide us with the addresses of any rental properties you have.
If a property was not rented for a full 12
months, please provide details of why it
Address:________________________________________________________
was vacant.
Address:________________________________________________________
________________________________
Address:________________________________________________________
________________________________
Client Questionnaire Rental
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