Business Questionaire

Please fill in all applicable questions. Note you can attach any applicable attachments down the bottom of this form.

First Name/Last Name

Business Name

Entity Type

Select or enter value

Income & Expenses Breakdown

Stock as at 31 March 2025

Bank Account Balance as at 31 March 2025

Loan Balance as at 31 March 2025 (including HP)

Please attach details of any new Loan or Hire Purchase Agreements

Accounts Receivable Balance as at 31 March 2025

Accounts Payable Balance as at 31 March 2025

Value of Cash on Hand 31 March 2025

Asset Purchased/Sold during the year (over $1,000)

Vehicle Usage for Business/Private

What percentage is business vehicle used for private use

Further Information for Financials

Personal Income - List Income Types Received

Salary & Wage, Interest, Dividends, Overseas Income, Income Protection Insurance Amount, Income from Trust or Estate, Details of Property Transaction if not family home - Please feel free to attached any statements

Donations

List Details of Donations Made during year

File Attachments

Please attach Bank Statements, Interest Certificates, Dividend Statements, Details of Overseas Income, Donation Receipts or other Information

Drag and drop files here or

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