Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Verify the address details provided at the top of the form. If any of the details are incorrect, use the fields available to correct the errors.
3. In the ‘Legal name’ field, enter the official name of the business or organization. Ensure to use proper capitalization and verify for accuracy.
4. Complete the address section by filling in each field: Building/Level/Unit, Street/Road or PO Box, Suburb or Rural Delivery, Town/City, and Postcode.
5. Record the time you spend on filling out the questionnaire at the end of the form.
6. Provide information regarding the financial year covered by the questionnaire. Use the appropriate fields to indicate the balance date.
7. Answer whether the information will cover a 12-month period. If not, specify the start date of the reporting period and why it does not cover a full year.
8. Indicate whether the amounts reported in the questionnaire will exclude or include GST.
9. Proceed to complete the income section by entering all relevant financial data as specified in the instructions. Be sure to describe any significant changes from the previous financial year where applicable.
10. Complete the expenditure section, ensuring to include all relevant expenses incurred by the business during the reporting period.
11. Calculate the surplus or deficit by subtracting total expenditure from total income, and record the result.
12. Fill out the sections for dividends, NZ IFRS 16 leases standard, and any additional specifics regarding non-current and current assets.
13. Review all entries made in the form for any errors or missing information. Correct any mistakes in the specified boxes.
14. Finally, sign and date the document, ensuring that it has been completed to the best of your knowledge.
15. Save changes to your form, and download or print a copy for your records. You may also choose to share the completed form as required.

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