Rental Property Information Questionnaire 2025

Send all your property bits and pieces through here!

📢 Notices

Only one rental property per form

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. 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. 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

Property info

Rental property address *

Ownership name

Individual/Company/Trust/Partnership

Did you purchase this property between 1 April 2024 - 31 March 2025? *

I.e. settlement statement is dated between 1 April 2024 - 31 March 2025

If yes, please attach your settlement statements here

Your property conveyancer or solicitor should have copies of these

Was this property sold between 1 April 2024 - 31 March 2025? *

i.e. settlement statement is dated between 1 April 2024 - 31 March 2025

If yes, please attach your settlement statements here

Is this property considered a "new build"? *

From 27 March 2021, the property is a "new build" if it is still within 20 years of receiving its code of compliance

Extra documentation required

Is this property looked after by a property management company/business? *

If yes, please attach your property management statements here

Ideally please just upload the tax year summary if provided by your property manager

Do you use Xero to keep your property records? *

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

If no, please attach your rental property income and expense records here

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

Do you have a loan relating to the purchase of this property? *

MUST be in relation to the purchase of the property, and not just from a refinance

If yes, please attach any bank loan/mortgage statements for 1 April 2024-31 March 2025

Ensure this shows interest charged over the year. Must be related to the purchase of the rental property, if you've refinanced recently please get in contact to have a chat about this!

Did you purchase any chattels for the rental property during the year? *

E.g. Oven, curtains/blinds, loose furniture, washing machine etc.

If yes, please list new chattels purchased here, noting date and method purchased *

Did you complete any significant repairs and maintenance on this property? *

E.g. Re-carpeted due to flooding, painting, bathroom refurbish etc.

If yes, please provide invoices for the repairs/maintenance

Personal expenses relating to the property

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

Please note that generally, if you have a property manager, you won't need to provide this

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

Anything else?

Is this property rented out to someone you are associated with (e.g. children, parents, siblings) *

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

Any further files that would be useful please attach here

Personal/individual tax return information

Please answer this section for any individuals in your group

Have you already filled in a personal/individual tax return info form?

Yes, via a business or trust form

Yes, on the personal tax return form on its own

No

Do you have any income protection insurance? *

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

Do you have any total disability insurance? *

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

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

Please attach donation receipts here

Did you personally earn any overseas income?

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

Please note anything else important relating to your personal/individual income tax returns here