Business Information Questionnaire 2025

Please use this form to collate all your key business information that isn't on Xero. We need this information to complete your annual compliance as efficiently and effectively as possible.

Annual Terms of Engagement

Must be signed annually for work to be completed

First Name *

Last Name *

I hereby instruct Endeavour Business Accountants Limited to prepare financial statements (if required) and income tax return/s for the year ended 31 March 2025 for the entity and/or individuals named below. We undertake to supply all information necessary to carry out such services and will be responsible for the accuracy and completeness of such

information as we understand you rely on this information provided by us. If a figure is provided below, we acknowledge that we have the documentation to support or justify this number if required.

All other Terms and Conditions of this engagement are the same as those referred to in the original Agreement signed when we became a client.

Signature *

Clear

Date *

Business

Please fill out one form per entity

Business Name *

Do you use Xero to keep your financial records? *

If yes, please ensure we are invited to your account as an Advisor :)

Please attach a record of your business income and expenses here *

Bank statements, spreadsheet, etc. (ideally we will get you into Xero soon enough though ;) )

Documents required

This is where you upload supporting documents in relation to the business

Please attach business bank statement/s showing the balance/s on 31 March 2025 *

While Xero does feed directly from your bank, looking at the actual statement is a check we do to ensure it's in balance (and nothing is missing). Screenshots from online banking are sufficient!

Do you have a business bank loan/s or hire purchase arrangement/s? *

If yes, please attach any business bank loan statements or hire purchase agreement/schedule for 1 April 2024-31 March 2025, showing interest charges in particular

Please attach loan statements for share purchases as well, and if you've refinanced recently please get in contact to have a chat about this!

Did you purchase any fixed assets for the business during the year? *

E.g. new laptop, phone, signage, etc.

If yes, please provide invoices for the fixed assets >$1,000

Please advise the method of payment for the new fixed assets

E.g. Cash, hire purchase (with/without trade in), bank loan, Afterpay

Please choose an option in relation to Debtors/Creditors as at 31 March 2025:

Schedules to be attached

On Xero

None as at 31 March 2025

Other

Schedules to be attached

Attach Debtor/Creditor schedules here

If "other"

Bad debts

I confirm I have reviewed my debtors (receivables) for any bad debts

Did you have any stock on hand as at 31 March 2025? *

Confirm type of stock

Goods

Livestock

Other

Please type another option here

Please attach schedule of stock on hand here (if available)

Or please confirm the figure for stock on hand here

Note for livestock we need to know: Type, Age, and Amount

Personal expenses related to the business

Do you use a home office and/or storage to help manage the business? *

The definition is a 'dedicated area' for the business in your personal home

Areas used for business (in SQM)

TOTAL area of home
Office area
Garage area
Workshop area
Storage area

Total home expenditure incurred from 1 April 2024 - 31 March 2025 (in $):

Home insurance
Content insurance
Mortgage interest OR rent
Gas
Power
Rates
Telephone
Internet
Repairs & maintenance

Do you use your personal motor vehicle for the business? *

This is for personal motor vehicle use only - business-owned motor vehicles are already accounted for

If yes, please advise roughly how many kilometres travelled for the business between 1 April 2024 - 31 March 2025

You can use a sample 3 months' worth of travel to apply to the whole year, or you could look at total kilometres travelled in the vehicle and apply a rough business use percentage

Please provide a list of any expenditure incurred personally for the business

(e.g. entertainment or travel on personal credit card)

Personal Tax Information

Please use this one form to collate information for ALL relevant individuals

Do you have any income protection insurance? *

Please attach your tax certificate/s from your insurer here (showing total premiums paid for 31 March 2025 tax year)

Did you make any donations over $5 during the year (that haven't already been claimed with IRD)? *

Please attach donations receipts here

Did you personally earn any overseas income? *

Please attach relevant overseas income documents here (e.g. payslips, foreign tax returns, etc.)

Anything else?

E.g. sale & purchase agreement, share purchases, loan summaries for share purchases, insurance premium invoice greater than $12k, lease arrangements, holiday pay balances,etc.

Any further information that would be useful please let us know here

Any further files that would be useful please attach here