Personal Questionnaire

Personal Questionnaire

1. Summary of Earnings / Personal Tax Summary (IR544/537 or 538)

The IRD usually forwards these documents to us as your agent. If you have received any of these forms, please upload them here.

2. Did YOU receive income from any of the following:

3. Did YOUR SPOUSE receive income from any of the following:

4. Investments

5. Overseas Investments

Please complete the fields below providing details of all investments in overseas companies. We will determine the market values if you do not know them. If you do not have any Overseas Investments - please skip to section 6.

6. Income from Other Sources

Did you receive income from any of the following sources.

7. Loss from LTC / Partnership

8. Income Protection Insurance

9. Dependent Children

For Family Assistance

10. Rebates


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