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PART 1: IDENTIFICATION

Are you a: * 🛈

New Client

Current Client - Standard Form

Current Client - GST Form

Add/Duplicate information to existing questionnaire

Who handles your accounts? *

Garreth

Ayako

Sherrie

Someone else

Please note: GST Questionnaire is only for filing GST returns, all other work requires a standard questionnaire. If unsure, please select Standard Form *

I understand

Do you wish to Add details/Entities or Duplicate details for a different financial year? *

Add details (Other people, Trusts, Partnership etc)

Duplicate details (same details applied to different year)

Your Details

First Name *

Last Name *

Phone Number *

Your Street Address *

City *

Country (Tax Juristiction) *

Did you move to this address recently? *

Yes

Date of move * +

Please upload Addressed PDF
Any PDF showing your names and new address withing the last few months *

To update our records, we will eventually need a document showing your name and new address, dated from the last 3 months. This could be a bank statement, insurance, rates notice, or similar.

If you can provide a PDF of one of these documents, it would smoothen the process considerably.

Your IRD Number (person completing this form's IRD Number) * 🛈

Email Address *

Tax Identification Number *

This is specifically for which Entity/Business name? * 🛈

Return type: 🛈

Regular

Nil

When is a nil return required:

A nil return for (ir4/6/7) is ONLY required for entities with no taxable activity
For most cases/unless directed, please select regular return

Additional Information to add: *

0 characters

Please upload any relevant files. 🛈

Would you like to include other entities or persons under this questionnaire?

0/100 words

This is for the 12 months ended 31 March: * 🛈

Please duplicate details found in the following Annual Tax Questionnaire. * 🛈

Please enter the years you wish to include: *

I hereby instruct you to prepare our Tax Returns for the period and type chosen above. I 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 bankers, solicitors, finance companies and all government agencies to obtain such information as you require in order to complete the above assignments. I 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. You are authorised to prepare, adjust, correct and sign income tax returns on behalf of myself/ourselves or any of my/our associated entities, after I/we have approved the relevant financial statements. However, I note that this does not alter my ultimate responsibility to check the correctness of said financial statements. This authority will continue until such time as I/we revoke it in written form.

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 accounts are due for payment within 7 days 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.

I acknowledge the following:

I will respond to Epsomax.com© emails, text and phone requests for information as promptly as possible.

I am aware that my tax information processing has been scheduled to begin in the month noted in the email accompanying the link to this questionnaire. I will promptly contact you if a change circumstances mean this needs to be rescheduled.

I acknowledge that if I am unable to contact you in a timely manner, processing of my tax information may be rescheduled to a later date, and I accept responsibility for the effect, namely that Epsomax.com© may not be able to guarantee the filing of tax returns prior to IRD deadlines.

I also acknowledge that if in the process of preparing financial statements, filing tax returns, seeking legal advice or receiving communications from IRD, EpsomTax.com discovers or learns of information that the client should have included in this questionnaire but failed to do so, then EpsomTax.com cannot be held financially accountable for any tax consequences to the client

I recognize and accept that paying taxes is an obligatory part of my financial obligations as an individual earning taxable income in New Zealand. Therefore, even if there are delays in the processing of my returns by Inland Revenue, it is important for me to understand that my fundamental responsibility as a taxpayer remains unchanged, and I am still expected to fulfill my tax obligations within the designated time frame. Furthermore, should I encounter circumstances that result in delayed payment and subsequently incur penalties or interest from Inland Revenue, I acknowledge that such consequences are a natural outcome of my own actions. *

I also accept that:

EpsomTax is unable to complete financial statements or file tax returns until all identification procedures have been completed to comply with Anti-Money Laundering legislation *

Does this entity require financial statements to be prepared *

Yes

Finally, please sign your name and then type it in the boxes below, along with today's date. This means you accept the Terms of Engagement.

clear

Today's Date: * +

P​ART 1: IDENTIFICATION

Your Details

PART 1: IDENTIFICATION