Property Tax Returns | Join The Property Accounting Revolution

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If any of the fields in this form apply to your situation, please add comments in the text box provided or upload a file.
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Contact details
Your name*
Your email*
Preferred contact phone number*

Inventory
Do you have inventory?*
Your inventory is the total value of your "trading stock" as at 31 March 2017 (excluding GST). Stock may be valued at the lowest of: Cost, Market value, Replacement cost or Discounted Selling Price. If stock on hand is less than $10,000 (NZD), you do not need to keep a stock schedule.
Please provide inventory information.*
Optional File Upload
Max. file size: 50 MB.
Work in progress
Do you have work in progress that may exceed the value of $10,000?*
Work in progress is work not yet finished as at 31 March 2017. For example, a contracted builder that has not yet finished a house by 31 March 2017 will need to provide details of their work in progress.
Provide work in progress information.*
Optional File Upload
Max. file size: 50 MB.
Accounts Payable
Do you invoice from Xero?*
Please provide a list of work payable by you in the 2017 Financial Year that was not paid for until after 31 March 2017. For example, a bill due on 6 March 2017 that was not paid for until 21 April 2017.*
Optional File Upload
Max. file size: 50 MB.
If Property Tax Returns does not have access to your Xero
please give access to xero@propertytaxreturns.co.nz
Accounts Receivable
Do you record debtors in Xero?*
If Property Tax Returns does not have access to your Xero
please give access to xero@propertytaxreturns.co.nz
Please provide a list of work performed by you in the 2017 Financial Year that was not paid for until after 31 March 2017. For example, a sale on 10 March 2017 that was paid for on 20 April 2017.*
Optional File Upload
Max. file size: 50 MB.

Personal vehicles
Have you used a personal vehicle for business purposes?*
For 1 April 2016 to 31 March 2017 (if available) please list mileage travelled for business purposes in a personal vehicle. For splitting actual costs, a log book is required to be maintained for 3 months, at least once every three years.*
Optional File Upload
Max. file size: 50 MB.
Loans
Have you borrowed any money from 1 April 2016 to 31 March 2017?*
Please provide details of any money borrowed from 1 April 2016 to 31 March 2017. Please also attach copies of loan statements as at 31 March 2017.*
Optional File Upload
Max. file size: 50 MB.
Finance & hire purchase
In the past year, have you borrowed / hired anything from finance companies?*
File Upload*
Max. file size: 50 MB.
Please upload copies of any Hire Purchase and Loan agreements not previously provided
Cash & cheques
As at 31 March 2017, did you have any amounts of unbanked cash and/or cheques?*
Please provide details of unbanked cash and/or cheques.*
Optional File Upload
Max. file size: 50 MB.
Banking income
Did you solely use a Business Bank Account for receiving your income? (This includes all payment methods such as cash and direct credit)*
Please advise how much cash was spent personally or deposited into other bank accounts outside the business.*
Optional File Upload
Max. file size: 50 MB.

Assets purchased
In the tax year, have you bought any assets over $500.00 (exclusive of GST if you are GST registered) that were not logged in Xero?*
Please provide cost, selling price and trade-in value of assets bought over $500.00.*
Optional File Upload
Max. file size: 50 MB.
Home office
Is part of your home used for business purposes?*
Please download and Complete:

Our Simple Home-Office Calculator
upload completed home-office calculator here*
Accepted file types: xlsx, xlsm, xlsx, xlt, pdf, Max. file size: 50 MB.
Anything else?
Please note anything else not covered in the previous fields.

Liabilities
Contingent Liabilities and / or Commitments?*
Do you have any contingent liabilities, lawsuits or guarantees? Are there any commitments for capital expenditure at or since balance date? Are there any commitments under a lease for plant or vehicles?
Please provide details of contingent liabilities / commitments.*
Changes in shareholding
Lastly, has there been any changes in shareholding during the past year?*
If company shares are in a trust, this also includes changes in trustees or if beneficiaries have reached age.
Please provide details of any new Shareholdings or changes in Trustees*

Join the Property Accounting Revolution

Smart Fixed Fee Property Accounting. Quick, Easy and Affordable.

Please enter your details

Please do not leave any fields blank

Contact details

Inventory

Work in progress

Accounts Payable

Accounts Receivable

Personal vehicles

Loans

Finance & hire purchase

Cash & cheques

Banking income

Assets purchased

Home office

Anything else?

Liabilities

Changes in shareholding

Smart Fixed Fee Property Accounting.
Quick, Easy and Affordable.