Sample Rental Questionnaire Template Page 2
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Rental Income and Expenditure
Please supply bank statements clearly identifying and detailing all transactions that relate to the rental properties
OR
Please provide details of the following for each rental property. Use a separate sheet if necessary.
Income:
Total Rent Received
$_____________
Expenses:
Accounting fees
$____________
Phone
$_____________
Advertising (to rent)
$_____________
Power
$_____________
Bank fees
$_____________
Rates
$_____________
Insurance
$_____________
(including regional council rates)
Legal fees
$_____________
Repairs and Maintenance
$_____________
Management fees
$_____________
(please attach details or invoices)
Mortgage Interest
$_____________
Valuation fees
$_____________
(attach copy of loan summary/statements from bank)
Water rates
$_____________
Details of any other expense relating to rental property:
_______________________________________________________
$__________________
_______________________________________________________
$__________________
Details of visits to inspect property/conduct property business:
Date
Details
Kilometres
______ ______________________________________________________
_________________
______ ______________________________________________________
_________________
______ ______________________________________________________
_________________
Home Office Expenses (if applicable)
If part of your home is set aside principally for use as an office/workshop/storage area which is used by you in
relation to your rental property, you may be able to claim a proportion of your home expenses against your rental
income. Please provide the following details:
Area used for Business:
_________ m²
Total Area of House & Workshop:
_________ m²
Power
$______________
Insurance (Building & Contents)
$______________
Interest (House Mortgage)
$______________
Rates (including regional council rates)
$______________
Repairs and maintenance
$______________
Other
$______________
Total
$______________
Cost of House and Section
$______________
Cost of Section
$______________
Construction materials: (timber, brick, etc)
_________________________________________________________________________________________
Residential Land Withholding Tax
Have you sold residential property in New Zealand where Residential Land
Withholding Tax has been deducted and paid to the IRD? If so, provide details
e.g. IR1100 Residential land withholding tax return and other sale and purchase
documents.
Mixed Use Holiday Home
Does this entity have a property (such as a holiday home or a bach) that is used privately and also to derive
income?
Client Questionnaire Rental
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