Questionnaires – 2024

Please select the appropriate questionnaire for your business.  These should be completed, signed and returned to us with all supporting information.  This can be done in person, by mail, be email or by a secure portal (please contact us for information).  You can also, if you use Xero, upload into the “files” area – please note this in your questionnaire.

These PDF forms are fillable on screen, but you can print for completing (in whole or part) and include formulae.

Special Instructions:

• Individuals will need to do a supplementary rental questionnaire if they have a residential rental (on their own or joint)
• Any business (sole trader, partnership) will need to a supplementary rental questionnaire where the information is not part of the business transactional account (i.e. outside the business)
• When completing the farming questionnaire livestock reconciliation ensure that deductions (sales, deaths etc) are entered as negatives.

Peak CA Commercial Questionnaire 2024

Peak CA Individual Questionnaire 2024

Peak CA Client Questionnaire Rental FINAL

Peak CA Trust Questionnaire 2024

Peak CA Farming Questionnaire 2024

Please let us know if you find any errors in these forms so we can remedy.

If you have any questions about completing these please let us know.  We will be updating this list to include farming questionnaires at a later date.

April 14 2024