Residential Rental Information Checklist EmailThis field is for validation purposes and should be left unchanged.Name First Last Balance Date(Required) DD slash MM slash YYYY We would appreciate it if you could complete this checklist asfully as possible. Some items will not be applicable to you, but we prefer that you give us more information than we need to enable us to complete your financial statements as quickly as possible.If you have multiple rental properties, please complete a separate checklist for each property. We are only a phone call away – please do not hesitate in contacting us with any queries you may have about this form on 0274 895 219.Property Address(Required) Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Purchase Price / Sale Price (if in the financial year - please attach settlement statement)(Required)Please enter a number greater than or equal to 0.Attached settlement statement Drop files here or Select files Accepted file types: jpg, jpeg, gif, png, doc, docx, pdf, otf, Max. file size: 100 MB. Income ReceivedRent Received(Required)Please enter a number greater than or equal to 0.Number of weeks tenanted(Required)Please enter a number greater than or equal to 0.Wasn't Tenanted for a full year please state why(Required)Expenses paidAgent / Property Manager Fees(Required)Please enter a number greater than or equal to 0.Rates(Required)Please enter a number greater than or equal to 0.Insurance(Required)Please enter a number greater than or equal to 0.Do you have Other Expenses(Required) Yes No Other Expenses(Required)Item NameCost Add RemoveInterest - 01/04/23 – 31/03/24(Required)Please enter a number greater than or equal to 0.Land Lease(Required)Please enter a number greater than or equal to 0.Repairs - Please attach invoicesif over $1000)(Required)Please enter a number greater than or equal to 0.Vehicle Travel - (Checking Rental Property)(Required)Please enter a number greater than or equal to 0.Repairs Documentation(Required) Drop files here or Select files Accepted file types: jpg, gif, jpeg, png, doc, docx, pdf, Max. file size: 100 MB. Accounting Records RequiredRecords Required Rental income statements if managed by a property manager Legal Settlement Documents relating to the sale and purchase of properties, and all legal invoices Do you receive any investment income – this includes interest, dividends, and allshares and rebates received from Farmlands, Ravens down and Ballance, etc? If YES, please supply details. Income Protection Insurance – please provide the annual tax statement provided by your insurer. Do you receive Working for Families Tax Credits? Ifso, do you receive any financial assistance from friends or family for day to day living expenses as we will need details? We will also need details of PIE income for both you and your children, plus children’s interest and dividends received. Do you or any of your family have a student loan? Did you make any charitable donations during the year? Inland Revenue do not process your donation rebate until your tax return isfiled. If you require usto complete and file this form, please supply all donation receipts. investment income Details(Required) Drop files here or Select files Accepted file types: jpg, gif, jpeg, png, doc, docx, pdf, Max. file size: 100 MB. Please provide the annual tax statement provided by your insurer.(Required) Drop files here or Select files Accepted file types: jpg, gif, jpeg, png, doc, docx, pdf, Max. file size: 100 MB. Do you require us to complete your donation rebate form(Required) Yes No Please supply all donation receipts(Required) Drop files here or Select files Accepted file types: jpg, gif, jpeg, png, doc, docx, pdf, Max. file size: 100 MB. Agreement(Required) You are hereby authorised to communicate with my bankers, solicitors, finance companies and all government agencies, including ACC (for ACC levy purposes), to obtain such information as you require to complete the above assignment and future financial statements and income tax returns.Date(Required) DD slash MM slash YYYY Signature
