Individual Questionnaire | Luca Accountants

Step 1 of 6

16%

Your Account

Name(Required)

First Last

Phone(Required)

Format: (###) ###-####

Email(Required)

Has your address changed during the last Financial Year?(Required)

Yes

Address

Street Address Address Line 2 City Region Postal Code Country

Your Income

Did you earn income from the following:

Wages and Salaries(Required)

Yes

Contract Work(Required)

Yes

Any overseas pension(Required)

Yes

Any other NZ Pensions Annuities or Super(Required)

Yes

Did you file tax returns in any other countries(Required)

Yes

Accident Compensation - earnings related(Required)

Yes

Do you have profits and losses from other businesses with financial statements compiled by someone else? (Refer Schedule 2)(Required)

Yes

Schedule 2

Profits and losses from other businesses with financial statements compiled by someone else. Please list the business name, Prepared by (Accounting Firm) and contact person one per line

Your income from dividends and shares

Have you received income from dividends and shares?(Required)

Yes

Have you got investments in:

Foreign Shares(Required)

Yes

Foreign Unit Trusts(Required)

Yes

Foreign Superannuation(Required)

Yes

Foreign Life Insurance Policies(Required)

Yes

Have you received interest(Required)

Yes

Your Expenses

Have you paid any income protection during the year(Required)

Yes

Have you earned income from overseas(Required)

Yes

Do you have bank accounts or investments (other than shares or unit trusts) held in foreign currency(Required)

Yes

If YES please provide statements and amounts

Send us your digital files by uploading and attaching to this form. Please only send PDFs or JPG or PNG file formats.

Drop files here or

Accepted file types: pdf, jpg, png, Max. file size: 512 MB, Max. files: 10.

Your income from estates and trusts(Required)

Have you earned income from an estate (or estates) or a trust(s) You must provide details of these to Luca Accountants

Yes

Your Working for Families Tax Credits(Required)

Did you receive Working for Families Tax Credits?

Yes

Did you receive fortnightly or lump sum payment?(Required)

Have you earned income from an estate (or estates) or a trust(s) You must provide details of these to Luca Accountants

Fortnightly

Lump sum

Child Support

Have you paid or received any child support either through inland Revenue Department or a private arrangement through the year?(Required)

Yes

Please state the amount received(Required)

Please state the amount paid(Required)

Do you think you may be eligible for any of these payments but are not yet registered for them ?(Required)

(Refer Schedule 3)

Yes

Schedule 3:

Child 1: Full Name(Required)

Child 1: Date of birth(Required)

MM slash DD slash YYYY

Child 1: IRD Number(Required)

Child 2: Full Name(Required)

Child 2: Date of birth(Required)

MM slash DD slash YYYY

Child 2: IRD Number(Required)

Child 3: Full Name(Required)

Child 3: Date of birth(Required)

MM slash DD slash YYYY

Child 3: IRD Number(Required)

Child 4: Full Name(Required)

Child 4: Date of birth(Required)

MM slash DD slash YYYY

Child 4: IRD Number(Required)

Child 5: Full Name(Required)

Child 5: Date of birth(Required)

MM slash DD slash YYYY

Child 5: IRD Number(Required)

Your current partner’s income(Required)

(if their return, is not prepared by us)

Did you stop or start living with a partner during the year(Required)

Yes

YES please provide dates you were living together.(Required)

Does your child or children have an lRD number(Required)

Yes

Did you share custody of any children(Required)

(Refer Schedule 4)

Yes

Schedule 4: Children shared custody(Required)

List the full name and number of days per fortnight for each child (One per line)

In Work Tax Credit

Do you and your partners combined hours of work total 30 hours or more per week?(Required)

Yes

If you're a single parent family, do you work more than 20 hours a week(Required)

Yes

Student Loans

Do you have or have you had a student loan during the year?(Required)

Yes

Is there anything else you think we should know about?(Required)

Yes

If yes, please supply details(Required)

reCaptcha

2024 Individual Questionnaire

Your Account

Your Income

Your income from dividends and shares

Your Expenses

Child Support

In Work Tax Credit

Student Loans