Curtis McLean

Preparation of Financial Statements

The NZ Institute of Chartered Accountants requires us to have on file a signed completed Client Questionnaire.

These will assist you when compiling your financial information for us. Please ensure that you supply us with accurate records and information, as the IRD penalties regime is harsh, even for innocent errors.

There are four questionnaires available –Business, Individual, Trust and LAQC/Rental Property. Please click on the links and fill out the questionnaires that apply to your taxation situation and give them to us with your records.

In preparation for year-end please note that to claim a tax deduction for any bad or potentially bad debts, the debts must be actually written off your debtors records on or before 31 March 2010.

Please remember to enclose copies of receipts for donations and childcare. Donations can be claimed up to the level of your taxable income.

If you would prefer us to mail you questionnaires, or have us email them to you rather than you printing them from our website, please email mailbox@curtismclean.co.nz . We look forward to seeing you when you bring in your records.