End Of Year Personal Tax Questionnaire March 26, 2021April 14, 2021 admin Your Name (required) Entity (required) Donation receipts for the period 1 April 2020 - 31 March 2021Investment statements as at 31 March 2021 for all business and individual investments heldResident withholding certificates showing the interest earned for all business and individual bank accounts as at 31 March 2021Dividend certificates received for the year 1 April 2020 to 31 March 2021Details of any individual overseas income received between 1 April 2020 - 31 March 2021Details of any overseas investment values held including foreign currency bank accountsDid you own a controlling interest of 10% or more in a foreign company at any point during the year 1 April 2020 to 31 March 2021?Days spent overseas, including dates, if outside of New Zealand for 325 days or more in any 12 month period that comes within the year 1 April 2020 to 31 March 2021Solicitor trust or company account documents dated or prepared between 1 April 2020 to 31 March 2021. These can be personal or business relatedDetails of any income either paid or attributed for the year 1 April 2020 to 31 March 2021 from a trust, estate, partnership or look-through company for which we do not prepare accountsDetails of income protection insurance paid for the year 1 April 2020 to 31 March 2021 File Upload .pdf .doc .docx .txt .jpeg & .png files only. ❌ ❌