Personal Tax Return 2017 FINANCIAL YEAR CHECKLIST
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1 Personal Tax Return 2017 FINANCIAL YEAR CHECKLIST Your Full Name: Financial Year Ending: 31st March 2017 IRD Number: Are you GST Registered? (Tick one) The objective of this checklist is to ensure that we have all relevant information to complete the financial statements and tax returns for your personal tax return. Please answer ALL of the questions. If you are unsure of any of the questions or information that you need to supply then please give me a call or send an to jamie@e3accountants.co.nz. Personal Income 1. Salary and Wages Did you receive any salary or wage income from 1 st April 2016 to 31 st March 2017? 2. Income from Self-Employment (we can find the details) Did you receive any self-employed income from 1 st April 2016 to 31 st March 2017? Please provide details of this income Included 3. Interest and Dividends Did you receive any income from interest or dividends from 1 st April 2016 to 31 st March 2017? 4. Trust and Estate Income Please provide dividend and interest certificates or complete portfolio reports from you financial advisor (or their contact details) Included Were you allocated beneficiary income from a trust or estate that E3 does not prepare the returns for? Please provide details of this income Included 5. Shareholder Salary Did you receive any shareholder salary from a business from 1 st April 2016 to 31 st March 2017 that E3 doesn t prepare the returns for? Please provide details of this income Included 6. Rental Income Did you receive any rental income from 1 st April 2016 to 31 st March 2017? Please ensure you have completed the Rental Checklist for 2017 (This checklist is available on the same web page you found this checklist) Included Page 1 of 6
2 7. Partnership Income Did you receive any partnership income from 1 st April 2016 to 31 st March 2017? 8. Overseas Income Please either: o Provide details of this income Included OR o Indicate if E3 prepares the return(s) for the partnership(s) E3 prepares Did you receive any overseas income from 1 st April 2016 to 31 st March 2017 that have not been included on any other checklist you have prepared for E3? (This includes foreign investments, overseas property, shares, deposits, super schemes, pensions, insurance and bank accounts.) Please provide details of this income Included 9. Portfolio Investment Entity (PIE) Income Did any of your income from 1 st April 2016 to 31 st March 2017 come from a Portfolio Investment Entity (Commonly called PIE Income )? Please provide details of this income Included 10. LTC/LLP Income Did you have any profit or loss from a Look Through Company (LTC) or Limited Liability Partnership (LLP) attributed to you personally from 1 st April 2016 to 31 st March 2017? 11. Other Income Please either: o Provide details of this income Included OR o Indicate if E3 prepares the return(s) for the LTC/LPP E3 prepares Did you receive any income from 1 st April 2016 to 31 st March 2017 from any other source not already mentioned? Go to next orange section heading Please provide descriptions and details of this income below Page 2 of 6
3 Working for Families From 1 st April 2016 to 31 st March 2017 did you have any children under 18 years of age who were still at school and financially independent? 12. Child/Children Details Go to next section heading Miscellaneous Items Name Date of Birth IRD Number 13. Change of Circumstances Did any of your family circumstances change during the year? (This would include things like shared custody arrangements, change in relationship status, children moving back in with you or away from home etc.) Please give a brief summary below: 14. Spouse/Partner Income Did you have a spouse/partner at any time from 1 st April 2016 to 31 st March 2017? Please either: o Indicate if E3 prepares this individual s return E3 prepares OR o Provide details of their income below Included 15. Student Loans and/or Student Allowances Did any of your children receive a student loan or a student allowance between 1 st April 2016 to 31 st March 2017? Please provide details below Page 3 of 6
4 16. Child Support and/or Maintenance Did you pay or receive any child support and/or maintenance during from 1 st April 2016 to 31 st March 2017? Please provide the following: Maintenance Paid: Maintenance Received: $ $ 17. Children s Passive Income Did any of your dependent children receive passive income over $500? (Passive income is income not earned by salary and wages, eg: trust income) 18. Exempt Salary Please provide the following: Child Initials and Amount(s) Earned: Child Initials and Amount(s) Earned: Did you or any of your children receive any exempt income (e.g: income from UN or OECD)? Please give a brief summary below: 19. Other Payments Did you receive any funds from other sources which are used to meet your usual living expenses (eg: cash from family members or friends)? Please give a brief summary below: 20. Non-Resident Spouse/Partner Income Did you have a non-resident spouse/partner at any time from 1 st April 2016 to 31 st March? Please provide details of their income or state if they had none 21. Non-Taxable Pensions Did you receive any distributed non-taxable private pension income (eg: Govt. Superannuation Funds)? Please provide details of this income Page 4 of 6
5 Miscellaneous Items 22. Donations Do you have receipts for any charitable donations or school donations? Please provide details of the amount(s) paid and who to. Included 23. Income Protection Insurance Did you pay for any income protection insurance? Please provide details of the amount paid and the type of policy it is (i.e.: if it is a lump sum payout or percentage of wages) Included 24. Deductible Expenses Did you incur any expenses while deriving income from sources other than salary and wages? Please provide details of these expenses Included 25. Residency Have you been away from New Zealand for 183 consecutive days or more in the last 24 months? Please provide departure and/or return dates Included 26. Ownership Interests Do you have an interest in a foreign company, unit trust, life insurance policy or super scheme? Please provide details of these interests Included Other Issues Inland Revenue no longer issues refund cheques. In case of a refund, what bank account number would you like it sent to? Are there any other issues associated to your personal income that we should be made aware of? (For example have you sold or intend to sell any real estate in the next 12 months?) Go to the Final Note Please provide a brief summary Included Page 5 of 6
6 Final Note Please attach any queries or questions you need answering, or if you need to bring any activity or transaction that you think this questionnaire has not covered and you feel is relevant. Good luck and we all hope you had a good year for personal income. Jamie Tulloch Managing Director P.S. Although you will have already signed a general Client Engagement Agreement, the Terms of Engagement below are specific to the accounting work for the 2017 financial year. Terms of Engagement you must sign this panel. In supplying the information contained on or attached to this checklist, I am requesting that E3 Business Accountants Limited prepare financial statements from the information and records I have provided. An audit or review of the information is not required. I accept responsibility for the accuracy of all information supplied. I understand that E3 Business Accountants Limited will prepare Special Purpose Annual Reports in accordance with the standards issued by the New Zealand Institute of Chartered Accountants. I give authority for E3 Business Accountants Limited to access any/all accounts I have with Inland Revenue and to act as my tax agent. I give authority to E3 Business Accountants Limited to communicate with and obtain information from my bank, finance or leasing company, the IRD or any other relevant organisation in the completion of the annual financial reports I undertake to pay all accounting fees as they fall due, either on the 20th of each month or as per the agreed terms and conditions contained within the Fixed Price and Delivery Agreement that will take precedence over payment by 20th of each month. I accept that E3 Business Accountants Limited retains the option to charge penalty interest at the rate of 2% per month for any unpaid fees outside their terms of business and charge collection costs, legal fees and any other costs that may result from payment not being made within the agreed terms of trade. I accept responsibility for all judgement decisions made in respect of my taxation affairs and will not hold E3 Business Accountants Limited responsible should IRD subsequently challenge any aspects of the tax return. I understand fees for preparing my tax return and any related accounting and for all consultations are charged on the basis of the time taken to do my work and the degree of knowledge and skill of your staff members involved in the assignment Full Name: Client Signature: Date: You can sign this document by: Print just this page, sign it, then scan and it to us Copy and paste an image of your signature into this PDF (as long as your software allows you to) CLICK HERE to get us to you a document you can sign on your phone or tablet Page 6 of 6
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OneAnswer Investment Funds Single-Asset Class INVESTMENT STATEMENT 19 SEPTEMBER 2014 Important information (The information in this section is required under the Securities Act 1978.) Investment decisions
Children s Fitness Tax Credit and Arts Amounts Effective the 2017 and subsequent taxation years, both credits have been eliminated.
Tax measures that may affect your return ******Principal Residence***** On October 3, 2016 CRA made an administrative change to reporting requirements for the sale of a principal residence. Usually the