What We Need
Simple Rental Refunds offers 2 options for you to supply us with your rental property and tax information.
Option 1: Download and complete our Excel spreadsheet.
Option 2: Send or courier to us your physical records.
Following are instructions for supplying us your rental property and tax information:
Option 1: Electronically, by downloading and completing our Excel spreadsheet
- Simply download a copy now.
- Save a copy of our Excel spreadsheet directly to your computer, and proceed to complete our spreadsheet fully. As you proceed to complete your rental property information, make sure you save all changes directly to your computer. Use the one spreadsheet for all your rental properties.
- Once the Excel spreadsheet has been fully completed, please:
- Save a final copy directly to your computer. We would also recommend you print out a final hard copy for your records.
- Ensure you have signed and returned to us our Engagement Letter.
- Proceed to make payment of the deposit and as part the deposit payment process attach your completed copy of the Excel spreadsheet.
- Simply click on Upload.
- We will confirm receipt by email of:
- Your rental property records (1 April 2009 – 31 March 2010 and your previous year’s rental financial statements).
- Payment of Deposit.
- Signed Engagement Letter.
- Within 15 working days we notify you by e-mail that your accounts are completed and ready.
Option 2: In the form of physical hard copy records
- Compile all the necessary information.
- To ensure you provide all the necessary information, please download and review our Rental Property Information Check List.
- Ensure you have signed and included our Engagement Letter.
- Once your physical records have been fully compiled, please:
- Proceed to make payment of the deposit.
- Complete the accompanying Rental Property Information Header Page (this ensures your rental information is clearly labeled).
- Send your rental property information directly to us along with your accompanying Rental Property Information Header Page. See our address details below.
- We will confirm receipt by email of:
- Your rental property records (1 April 2009 – 31 March 2010 and your previous year’s rental financial statements).
- Payment of Deposit.
- Signed Engagement Letter.
- Within 15 working days we notify you by e-mail that your accounts are completed and ready.
Our Address Details
For sending us your physical records:| Sending by post |
Sending by courier |
| Simple.co.nz Ltd PO Box 51334 Tawa Wellington 5249 |
Simple.co.nz Ltd Unit 4 73 Kenepuru Drive Porirua |
