Realty AI — Client Onboarding

About you

Your personal details. All required for our records and AML compliance.

Full legal name *

As it appears on your ID or passport.

Please enter your full legal name.

Preferred name *

Please enter your preferred name.

Email address *

Please enter a valid email address.

Mobile number *

Please enter your mobile number.

Date of birth *

Required for AML verification.

Please enter your date of birth.

Personal IRD number *

Please enter your IRD number.

Residential address *

Please enter your residential address.

Your real estate business

A few details about how you operate as an agent.

Real estate agency you work for *

Please enter the agency you work for.

Are you GST registered? *

Yes No Not sure

Please select an option.

GST filing frequency

Monthly 2-monthly 6-monthly

GST basis

Invoice Payment

Company details

Details about your company. We'll use these to set up the entity in our system.

Company legal name *

Please enter the company name.

NZBN number

Companies Office number

Company IRD number *

Please enter the company IRD number.

What does the company do? *

Please describe what the company does.

Who owns 25% or more of the company? *

Required for AML beneficial ownership disclosure.

Please list the beneficial owners.

Company address (if different from residential)

Company bank account

Bank name

Account name

Account number

Is the company GST registered?

Yes No

GST filing frequency

Monthly 2-monthly 6-monthly

GST basis

Invoice Payment

LTC details

Details about your look-through company (LTC).

LTC name *

Please enter the LTC name.

LTC IRD number *

Please enter the LTC IRD number.

Is the LTC GST registered?

Yes No

GST filing frequency

Monthly 2-monthly 6-monthly

Any other details

Partnership details

Details about your partnership.

Partnership name *

Please enter the partnership name.

Partnership IRD number *

Please enter the partnership IRD number.

Is the partnership GST registered?

Yes No

GST filing frequency

Monthly 2-monthly 6-monthly

Any other details

Rental properties

Tell us about your rental property portfolio.

How many rental properties do you have? *

Please enter the number of rental properties.

Are the rentals held in your personal name, a company, or a trust? *

Personal name Company Trust Mix

Please select an option.

Property address(es)

Do your rentals have a separate IRD number?

Yes No

Rental IRD number

Previous accountant

Have you worked with an accountant before?

We are required to send a professional clearance letter to your previous accountant. This is standard practice when switching firms.

Have you had an accountant before? *

Yes No — this is my first accountant

Please select an option.

Previous accountant's name

Previous accounting firm

Previous accountant's email address

Do you give us permission to contact them?

Yes, please contact them No, I do not give permission

Your bank account

We need your personal bank account details for tax refunds and payments.

Bank name *

Please enter your bank name.

Account name *

Please enter your account name.

Account number *

Please enter your account number.

Your plan

Choose what you're signing up for.

Which services are you signing up for? *

Annual accounts & tax return GST returns Both (annual accounts + GST)

Please select at least one service.

Choose your plan *

Core Plan $130 / month excl. GST Pay monthly. Cancel anytime.

Core Plan $1,560 / year excl. GST Save 2 months

Please select a plan.

Add-on Supercharge Your Tax Return — $200 excl. GST. Your tax return completed within 60 days of year end. Guaranteed, or your money back.

How would you prefer we contact you? *

Email Phone Either is fine

Please select a preference.

Anything else we should know?

Almost done.

Please confirm the following before we submit your details.

The information I've provided is accurate and complete. I understand that work will begin once my previous accountant clearance is received (if applicable). I understand that AML identity verification may be required before work can begin (if applicable).

Please check all three boxes to continue.

Something went wrong. Please check your connection and try again. Your details have not been lost.

Welcome aboard.

Thank you!

About you

Your real estate business

Business structure

Company details

Trust details

LTC details

Partnership details

Rental properties

Previous accountant

Identity verification (AML)

Your bank account

Your plan

Almost done.