Annual Client Questionnaires
Please download and complete your questionnaire to help us prepare your accounts and tax returns accurately and efficiently.
Most questionnaires take 5–10 minutes to complete.
Just download the questionnaire that applies to you, complete as much as you can, and send it back to us.
The forms can be:
Completed electronically using a PDF editor
Or print it and fill it in by hand
If you’re unsure about anything, just leave it and we’ll help
💡 Not sure which questionnaire to complete? Get in touch and we’ll point you in the right direction.
2026 Business Questionnaire
For companies, partnerships, and sole traders
2026 Individual Questionnaire
For personal returns
2026 Rental Property Questionnaire
For rental property you own
2026 Trust Questionnaire
For trust and estate entities
A quick heads up before you begin
It helps to have a few things handy while you’re completing your questionnaire:
Income details
Expense records
Bank statements (if applicable)
How to send it back to us
Once you’ve finished, you can return your questionnaire in whichever way is easiest:
📧 Email it to: stacey@haywardco.co.nz
📎 Upload it to your Xero in ‘Files’ (please also email us to let us know you have uploaded to Files), or
🏢 Or drop it into our office
We know these forms aren’t the most exciting thing in the world — but they really help us make sure nothing is missed and everything is done right.
If you get stuck or aren’t sure about something, just reach out. We’re always happy to help.