Home office information

Provide the figures for your accountant to review. Complete the form, confirm your information and review the email draft before sending.

1. Client & tax year

Your full name *

Business / company name (if applicable)

Contact email *

Tax year (31 March balance date) *

GST registration status *

2. Home office use

Housing arrangement *

How is the work area used? *

Total home floor area (m²) *

Home office floor area (m²) *

Business use started in this tax year *

Business use ended in this tax year *

Business use of a shared area (optional)

For example: 20 hours per week; describe private use in the notes.

Has the company reimbursed these costs? *

Office floor-area proportion—

The area proportion is for information only. Shared use, dates and individual expense types may require different adjustments.

3. Household costs for the selected tax year

Enter total household costs in NZD before any business-use apportionment. Leave unknown amounts blank and explain them in the notes; enter 0 for no cost. For part-year use or changes of home, explain which period the costs cover.

How have amounts been entered? *

Rent (NZD)

Mortgage interest only (NZD)

Exclude loan principal repayments.

Council rates (NZD)

House insurance (NZD)

Electricity (NZD)

Gas (NZD)

Water (NZD)

Internet (NZD)

Other costs — describe in the notes (NZD)

Additional notes / estimates / missing information

4. Confirm your informationI confirm that, to the best of my knowledge, the information provided in this form is true, accurate and complete. I have explained any estimates or uncertainties in the notes.

Your accountant will review the information and determine the appropriate expense claim. This form does not file a tax return.

Your entries stay in this page until you choose to send an email. They are not automatically submitted or saved. Attach supporting invoices and statements in your email app.

Home office information

Review your email draft