Trust Checklist

Welcome Lowther's Trust Questionnaire.

Complete one checklist per Trust.

If there is a required field (marked by *) that does not apply to you, please enter either 0 or N/A.

Your Details

Name *

E-mail *

Contact Number *

Trust Details

Name of Trust *

IRD Number (If known)

GIFTING

Please provide details of any gifting completed through the
financial year (if not an existing Trust client of Lowthers).

Copy of Deed of Acknowledgement of Debt

Copy of Deed of Forgiveness of Debt

INTEREST

Please advise the total amount of interest received

(RWT Deduction Certificate - IR 15) indicating the

amount of tax deducted from interest earned and

upload copies at the end of this questionnaire.

DIVIDENDS

Please advise the total amount of any
dividend payments received indicating
withholding tax deductions or imputation
credits and upload copies at the end of
this questionnaire.

OTHER INCOME &

EXPENSES

Rents Received

Please complete the Rental Questionnaire

Business Income

Please complete the Business Questionnaire

Please provide details of all foreign investments and income

Accounts Receivable

Accounts Receivable (Debtors)

Amounts owing to you as at 31 March 2023. All accounts or amounts owing to you at balance date should be scheduled below.

	Name of Debtor	Description of Sale	Net Amount	GST	Total (incl GST)
-	Name of Debtor	Description of Sale	Net Amount	GST	Total (incl GST)

ADD

REMOVE

Accounts Payable

Accounts Payable (Creditors)

Amounts owing by you as at 31 March 2023. All accounts or amounts owing to you at balance date should be scheduled below.

	Name of Debtor	Description of Sale	Net Amount	GST	Total (incl GST)
-	Name of Debtor	Description of Sale	Net Amount	GST	Total (incl GST)

ADD

REMOVE

OTHER

INFORMATION

Provide details of anything else we should be
aware of in relation to the preparation of your
accounts.

Disclaimer

I accept responsibility for the completeness of all records and information supplied to Lowthers for the purpose of them preparing my Income Tax Return.

Where information cannot be located by me I hereby authorise Lowthers to obtain from third parties any records or information that they require to prepare my Income Tax Return and accordingly these third parties are authorised to provide to Lowthers this information.

I acknowledge that additional accounting costs may be incurred for collecting such missing information where this ordinarily should have been included in my documents submitted to Lowthers.

If complete information is not supplied I acknowledge that this may delay the completion of the financial statements and income tax return.

Our Terms of Trade are

You will receive our fees invoice on completion of your assignment. On larger assignments progress invoices may be issued. Our fees invoice will be addressed to your Company, Trust or Partnership as the main entity and could include all work for all your tax payer entities including yourselves as individuals.

All invoices are due for payment 14 days after date of invoice.

So that we can continue to provide our high quality of service, we ask that you pay your accounts on time. If at any time you have any queries or concerns regarding payment, we ask that you contact us as soon as possible to work out a resolution. We have a range of payment options to accommodate multiple situations.

We reserve the right to charge interest at 2% per month on outstanding balances.

In the event of default, if the accounting work is undertaken on behalf of a company or trust, the shareholder/s or trustee/s will be held personally liable for any unpaid invoices.

In the event of default, debt collection costs and other costs incurred relating to the collection of outstanding balances are to be charged on the debt and passed on to you until paid in full.

I Accept

Print Name *

Date signed * +

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