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Mortgage Application Form

  • Your Mortgage Application

    Thank you for enquiring about our mortgage services. Although we've made this form as simple as possible, please feel free to use the save and continue function at the bottom of each page.

    If you are having trouble filling out the form or would like to speak to us about your mortgage application, please contact us.

     
  • Getting started

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  • Your Details



  • Your Finances

  • For example: benefits, pensions, business income or income from boarders / flatmates.
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  • Second Applicant's Details

  • (Additional to the first Applicant's dependants)
  • Your Finances

  • For example: benefits, pensions, business income or income from boarders / flatmates.
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  • If you are having trouble filling out the form or would like to speak to us about your Mortgage Application, please contact us.

    PLEASE NOTE: The remainder of this application form is to be completed jointly.

     
  • Current Deposits & Debts









  • (This includes hire purchase, store cards and vehicle loans).

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  • Current Assets



  • Expenses


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  • Properties


  • Hidden


  • Please list the following details for your properties (if known): Addresses, capital values, monthly mortgage repayments, and ownership
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  • Lastly

  • Based on the information you have entered, we will need you to provide the documents requested below in order to complete your Mortgage Application.

    Please note, we require the most recent, consecutive documents in PDF format. For example, if you are applying in early June, you will need to provide March, April and May’s payslips. Please click the links below for detailed instructions from your banking provider on how to export your bank statements as PDFs.

    ASB ∙ ANZ ∙ BNZ ∙ HSBC ∙ KIWIBANK ∙ SBS ∙ TSB ∙ WESTPAC


  • Based on the information you have entered, we will need you to provide the documents requested below in order to complete your Mortgage Application.

    As this is a joint application, please remember to upload all relevant documents. For example, we require both applicant's payslips.

    Please note, we require the most recent, consecutive documents in PDF format. For example, if you are applying in early June, you will need to provide March, April and May’s payslips. Please click the links below for detailed instructions from your banking provider on how to export your bank statements as PDFs.

    ASB ∙ ANZ ∙ BNZ ∙ HSBC ∙ KIWIBANK ∙ SBS ∙ TSB ∙ WESTPAC


  • Please provide PDF statements for the last three months
    Drop files here or
    Accepted file types: pdf, Max. file size: 50 MB.
    • Please provide PDF statements for the last six months
      Drop files here or
      Accepted file types: pdf, Max. file size: 50 MB.
      • Please provide PDF home loan statements for the last six months
        Drop files here or
        Accepted file types: pdf, Max. file size: 50 MB.
        • Please provide PDF payslips for the last three months. If you are self-employed, please provide financial statements for the last two income tax years.
          Drop files here or
          Accepted file types: pdf, Max. file size: 10 MB.
          • Please provide PDF payslips for the last six months. If you are self-employed, please provide financial statements for the last two Income Tax Years.
            Drop files here or
            Accepted file types: pdf, Max. file size: 10 MB.
            • Please provide scans or clear photographs of your passport and visa status (if applicable).
              Drop files here or
              Accepted file types: pdf, jpg, tiff, png, Max. file size: 50 MB.
              • Please provide any other documents relevant to this application. For example: Trust deeds, sale & purchase agreements, valuations or construction plans.
                Drop files here or
                Accepted file types: pdf, jpg, tiff, png, Max. file size: 50 MB.
                • Please download, sign & re-upload the PTR Mortgages Declaration Form here.
                  Drop files here or
                  Accepted file types: pdf, Max. file size: 50 MB.
                  Save and continue later
                  • Before you submit

                  • This is the last page of your mortgage application. You will not be able to return to the previous pages once you have submitted the form.
                    Please make sure you have uploaded all relevant documents and provided as much information as possible.


                  • Terms & Conditions

                  Save and continue later

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                  Our Pricing

                  Property Tax Returns offers affordable fixed fees for income tax returns for New Zealand property owners and investors.

                  We prepare and file your property tax returns at a fraction of the cost of traditional accountants.

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                  Property Tax Returns

                  We offer a quick, easy, and affordable way to deal with your property tax.

                  We are registered tax agents with Inland Revenue, and our service is simplified, which makes your rental property tax return a breeze.

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                  Apply Online

                  It's easy to get your property tax return sorted using our simple online forms.

                  Contact us now and let us guide you through the property tax process.

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                  Connect With Us

                  Contact Us

                  Property Tax Returns

                  41 High Street
                  Auckland City
                  Auckland 1010

                  P: 0800 829 7388
                  E: info@propertytaxreturns.co.nz

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