JMV Annual Questionnaire

Annual Questionnaire

JMV Annual Questionnaire

As part of our commitment to ensuring your tax filing obligations are met, we kindly request your cooperation in completing the necessary questionnaires and the compilation engagement form for your accounts and tax returns.

Completing these forms is crucial as they furnish us with essential information required to finalise your financial accounts. To facilitate this process, please download and complete the applicable questionnaire(s) following:

Personal Questionnaire

Business Questionnaire

Rental Questionnaire

Trust Questionnaire

Compilation Engagement

For your convenience, you can fill out the BDS Annual Financial Statements Questionnaire as an online PDF. To access and complete this form, please make sure you have the latest version of Adobe Acrobat Reader, available for free on their website.

To save the form to your computer, right-click on the relevant link and select “save as.” This action will allow you access to the ‘signature’ and ‘submit’ fields. Kindly include individual questionnaires where necessary and attach any supporting documentation when submitting the completed forms. Note that for the e-sign option, Chrome or Microsoft Edge browsers are not supported.

Finally, please send a copy of the completed and signed compilation engagement form to, and let us know if you would like a link to your unique Dropbox for sharing your supporting documents.

Should you have any questions or are unsure which questionnaire(s) to complete, feel free to reach out via email or call us at +64 (9) 366 1822. We appreciate your prompt attention to this matter, as it ensures a seamless and timely processing of your financial requirements.