Client resources
Annual questionnaires.
These are the forms KGA sends clients to complete for their annual accounts. Download the ones that apply to you, fill them in and send them back to the team.
Year-end forms
Download the questionnaires that apply to you.
Each file opens as a PDF. You may need more than one: a company, a trust, a rental property and a farm can each need their own.
Business questionnaire
For companies, partnerships and sole traders that traded during the year.
Download the PDF Year ended 31 March 2026Individual questionnaire
For a personal tax return, including income that has not already been taxed.
Download the PDF Year ended 31 March 2026Trust questionnaire
For family and other trusts that need annual accounts and a trust return.
Download the PDF Year ended 31 March 2026Farming questionnaire
For farming operations, covering livestock, produce and the on-farm detail.
Download the PDF Year ended 31 March 2026Rental questionnaire
For owners of residential or commercial rental property.
Download the PDF Year ended 31 March 2026Clubs and incorporated societies questionnaire
For clubs, societies and other incorporated groups that report each year.
Download the PDFQuestions before you start
Straight answers to the practical questions.
Which questionnaire do I need?+
Complete the one that matches each entity you have. Plenty of clients need more than one - a business questionnaire for the company and an individual questionnaire for the personal return, for example. If you are not sure which ones apply, ask the KGA team and they will confirm it.
Why does KGA need these completed?+
The questionnaire tells KGA what changed during the year. It is the information the team cannot get from your bank statements or your accounting software, and it is what makes an accurate set of accounts and a correct tax position possible.
How do I send a completed questionnaire back?+
Email the completed form and your supporting records to KGA, or print it and drop it in to the Warkworth office. The email and postal addresses are on the contact page. Please do not email passwords or bank logins.
Do I need to sign it?+
Yes. Signing the questionnaire confirms the information is complete and correct, and acknowledges KGA’s terms of engagement. If the link on your form is missing, the full terms are on this website.
Are these the current forms?+
These are the questionnaires for the year ended 31 March 2026. KGA issues a new set each year, so download a fresh copy rather than reusing the file you completed last year.
Complimentary business review
Not sure which forms you need?
Bring the question, the current numbers and the decision in front of you. KGA will help make the next step clearer.