Completing the Tax Questionnaire on the Self-Assessment app
The Tax Questionnaire is comprised of twenty-six questions that cover every single scenario and can unlock ‘hidden’ conversations such as tax saving opportunities or any other additional value-added work. It simply allows clients to answer the questions within the app which will then automatically import the answers back over to web application and then populate the clients Self-Assessment. Some questions will only appear if Yes has been marked for certain other questions.
The client will then have the option to upload any additional files at the end of the questionnaire before submitting. Files will be stored within the Documents section of the client’s Self-Assessment which can be reviewed by an advisor at any time. The client can then review the completed Tax Questionnaire by clicking on Review and Submit and then selecting Submit if all information is correct. Once successfully submitted, the Tax Return Status will then change to Questionnaire Submitted and the action button will change to Awaiting Advisor.