TRUST OR ESTATE AUTHORISATION
cannot be used
for a partnership, a company or a person.
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filling in this form will be time-consuming and somewhat complex
! Why so many questions? Blame NZ's
AML/CFT Phase 2
laws. Sorry, out of our control, we all just have to comply!
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Authorisation, Details and Terms & Conditions
is the first part of this form. The language in this part is written to satisfy IRD requirements for linking a client to our IRD-approved Tax Agency.
Name of Trust/Estate
I/We the undersigned, hereby
authorise EpsomTax.com Limited and/or Property Accountants Auckland Limited, staff and authorised contractors (“The Agency”) to obtain the information required for the trust/estate from Inland Revenue through all channels
authorise The Agency to act for the trust/estate for ALL tax types
authorise The Agency to exercise this authority until such time as I terminate this authority in writing
acknowledge and accept that linking to The Agency allows The Agency to have full access to information held by Inland Revenue and ability to modify the details of the trust/estate relating to the tax type/s that the trust/estate is linked for
direct that (unless otherwise indicated or agreed upon) correspondence for all tax types shall be directed to The Agency
authorise The Agency to prepare, submit and sign tax returns on behalf of the trust/estate
I/we confirm that
The trustees/executor/s have provided The Agency with all relevant details as requested. I/we instruct The Agency to prepare financial statements and tax returns on a Special Purpose reporting basis to comply only with the requirements of the Income Tax Act. I/we understand that the financial statements should not be relied on for any other purpose.
The trustees/executor/s accept responsibility for all other records and information supplied to The Agency other than those listed above. I/we also accept responsibility for any failure by me/us/our company/ies to supply all relevant records and information to The Agency. Cash flow projections and notes prepared by The Agency will carry the Accountant’s disclaimer of liability.
The Agency is also authorised to communicate with the Inland Revenue Department, other Government departments, bankers, solicitors, finance companies and any other third party to obtain such information as The Agency may require in order to carry out the above.
The trustees/executor/s authorise Tax Management New Zealand Limited (“TMNZ”) and Reckon New Zealand Limited (“APS”) via The Agency to access relevant tax information from Inland Revenue in respect of trust tax obligations and taxpayer account details.
The trustees/executor/s may have to pay trust tax/ACC on the 7th of April and such other months as provisional tax may fall due, and that if I/we have not been advised of such payments by The Agency beforehand, it will be my/our responsibility to contact The Agency or the Inland Revenue Department to ascertain if tax is payable.
The trustees/executor/s give consent for their addresses and identities to be verified using a third party agency or with the document issuer◊
The trustees/executor/s understand that EpsomTax.com group uses the services of various cloud providers, including but not limited to: Xero & CCH iFirm (accounting/tax prep software), Microsoft365 (email, calendar, storage), Google Drive (storage), Sync.com (storage), Formsite & Survey Monkey (client communication), Attainz, GoDaddy, FreeParking, Weebly & Wordpress (website, domain name services). I understand that continued use of the services of EpsomTax.com group will be deemed authorisation to continue using these services in respect of my information.
The trustees/executor/s have read and accept the Refund Policy
to see our Refund Policy