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Annual Client Questionnaires

On-Line Questionnaire

We have available for clients, an On-Line Questionnaire, which automatically links into the Xero system we use to prepare your Annual Accounts.

The On-Line Questionnaire is easy to use and you are able to upload relevant documents and submit to us directly.    You do not have to be on Xero to use this Questionnaire and it makes our lives a whole lot easier in the office.

If you would like to try this option and we have not yet sent you a log in,  please let us know and we can ensure you are sent your login details that will take you into your own client portal.

The Paper-Based Questionnaires are still available on request or to download below:

Business Questionnaire    -   2019 Client Questionnaire Business Client does GST

  -   2019 Client Questionnaire Business Leslie & O'Donnell does GST

Individual Questionnaire    -   2019 Client Questionnaire Individual

                                           -   Overseas Income 

Rental Questionnaire         -   2019 Client Questionnaire Rental

Trust Questionnaire           -   2019 Client Questionnaire Trust Client does GST

                                           -   2019 Client Questionnaire Trust Leslie & O'Donnell does GST

Farming Questionnaire      -   2019 Client Questionnaire Farmers Client does GST

                                           -   2019 Client Questionnaire Farmers Leslie & O'Donnell does GST

Livestock Forms                 -   2019 Client Questionnaire Livestock Numbers

                                           -   2019 Client Questionnaire Livestock Sheet