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Annual Accounts Questionnaire – LG Advisory

This questionnaire helps us prepare your financial statements and tax returns accurately and efficiently.

Please complete all applicable sections. Most clients take 5–10 minutes.

If you're unsure about anything, leave it blank — we’ll follow up where needed.

Set Up

Entity Type

A
B
C
D
E
F
G

GST Registered?

Do you have employees?

Section 1 - Business Changes

Q1 - Changes in business

Q2 - Ownership/ Structure Changes

Q3 - Changes to business activities

Q4 - Started or ceased activities

Section 2 - Income

Q5 - Income outside accounting software?

Q6 - Any new income streams?

Q7 - Any Overseas Income

Q8 - What payment platforms do you use

Section 3 - Expenses

Q9 - Any Large/ unusual expenses

Q10 - Personal expenses through business

Q11 - Any business expenses spent personally

Q12 - Repairs & Maintenance

Section 4 - Assets & Finance

Q13 - Assets purchased

Q14 - Assets sold

Q15 - New loans/ Hire purchases/ Leases

Q16 - Any loans refinanced or repaid

Q17 - Any business assets used privately

Q18 - Any mixed use assets

Q19 - Any unusual GST Treatments

Section 7 - Drawings & Related Parties

Q24 - Any funds taken from company outside of wages and/or dividends

Q25 - Any related party loans

Section 8 - Compliance & Risk

Q26 - Any contact from IRD

Q27 - Any legal issues or disputes

Q28 - Do you have the ability to meet debts

Q28a - Explain

Section 9 - Declaration

I confirm that, to the best of my knowledge, the information provided is complete and accurate, and I have disclosed all matters relevant to the preparation of the financial statements and tax returns.

Name

Date