07 343 1197 | 1076 Pukaki Street, Rotorua info@tnca.co.nz


2020 Annual Questionnaire and Schedules

Please find below the relevant end of year questionnaires to guide you as to what information we need to process your annual accounts and tax returns. For a personalised list of records required that is specific to your situation, please email us directly and we will be happy to help.

If you are in business,
please complete:

If you have a rental property,
please complete:

  • A Rental Schedule for each property
  • Alternatively, use the schedule as a guide to ensure you provide us with all the necessary information
  • An Individual Schedule for each person

For your personal tax returns,
please complete:

GST clients, please download our questionnaire:


Making Payments to True North

For payment of your account by internet banking, credit card and monthly repayments please refer to our Secure Online Payment Page

Other Payment Options

Astute cash flow management is essential for operating a successful business. In today’s competitive environment, some businesses prefer to spread their professional fees rather than paying a lump sum, preserving their existing cash and credit lines for growing their businesses.

FeeSmart is a low cost monthly payment option that we offer clients who prefer to fund their fees over a six or twelve month period.

We know that our clients using FeeSmart are generally quite capable of paying their professional fees in one lump sum, BUT they simply prefer to manage their cash more effectively. Now that’s smart.

Contact us to find out more.

Recommended Specialists

Employsure is Australia and New Zealand’s leading workplace relations specialist, working directly with employers to build the solid foundations for business success, starting with a fair and safe workplace. They provide over 12,000 owners and employers with specialised advice, assistance, and the immediate solutions when it comes to employment relations and work health and safety concerns. This is their passion and the way we help our clients succeed.

If you would like workplace advice or assistance on anything from managing a difficult employee to implementing parental leave or if you’re looking to improve work health and safety systems, simply contact your Bay of Plenty representative Alex Knowles, on 0272016813, or alternatively contact Alex’s associate in Head Office to book a meeting on 093939434.

How can we help?

To find out more about how we can help you in your business, contact us for a free no obligation meeting.

True North Chartered Accountants Ltd

1076 Pukaki Street Rotorua 3010 PHONE 07 343 1197

PO Box 1171 Rotorua 3040 EMAIL info@truenorthca.co.nz