Download Tax Forms & Questionnaires
Access Guardian Accounting's client questionnaires and checklists for individual, rental, sole trader, partnership, trust, and company tax preparation. Every form is available as a PDF download or as an online form you can complete and submit directly.
Choose The Right Client Form
Select the questionnaire that best matches your tax return, business structure, rental property, or entity type. Download the PDF to work through at your own pace, or fill it in online and submit it directly with your documents attached.
Individual Questionnaire
For individuals preparing personal tax information, income details, expenses, and supporting records.
Residential Rental Questionnaire
For rental property owners providing rental income, property expenses, mortgage interest, repairs, and records.
Sole Trader Business Questionnaire
For sole traders providing business income, expenses, GST details, vehicle use, home office information, and records.
Partnership Questionnaire
For partnerships providing income, expenses, partner details, drawings, GST information, and supporting records.
Trust Questionnaire
For trusts providing income details, expenses, beneficiary information, bank records, and supporting documents.
Company Questionnaire
For companies providing income, expenses, GST, payroll, shareholder details, loan accounts, and records.
Simple Steps Before Sending Your Information
These forms are designed to make the tax preparation process clearer. Choose the correct form, gather the documents listed, and send everything through to Guardian Accounting.
Choose The Right Form
Select the form that matches your personal tax, rental, business, trust, partnership, or company situation.
Complete The Questionnaire
Fill in the details carefully and gather supporting records such as bank statements, income records, expenses, GST information, or rental documents.
Send It To Guardian Accounting
Send the completed form and supporting documents to Guardian Accounting, or contact Bruce if you are unsure what information is needed.
Not Sure Which Form To Use?
Contact Guardian Accounting before completing a form. Bruce can help you choose the right questionnaire and explain what information is needed for your situation.
Download A PDF Or Complete It Online
Every Guardian Accounting questionnaire is available two ways. You can download the PDF, fill it in at your own pace, and send it back with your documents. Or you can complete the same questionnaire online and submit it directly, with file uploads built in.
Both versions ask the same questions and both work equally well. It comes down to how you prefer to work.
The PDF Version
Best if you want a copy you can keep, print, or work through away from a screen.
- Fill it in by hand or on screen
- Keep a copy for your own records
- Complete it in stages over several days
- Send it back by email with your documents attached
The Online Version
Best if you would rather answer questions on screen and send everything in one go.
- Only shows the questions that apply to you
- Attach supporting documents as you go
- Submits straight through to Guardian Accounting
- Nothing to print, scan, or email separately
Complete A Questionnaire Online Instead
Each of the six questionnaires below is also available as an online form. Choose the one that matches your situation and submit it directly, with supporting documents attached.