Sending out a Tax Questionnaire to a client's Self-Assessment app

Sending out a Tax Questionnaire to a client's Self-Assessment app

You can send out a Tax Questionnaire from the web application to a client and they will be able to fill out on the Self-Assessment app on their mobile phone.  

 

  1. Go to the Agent dashboard, select Self-Assessment on the left-hand menu and then select Client List. Locate the client you wish to send the questionnaire, change the Work Status to Questionnaire Sent and then click Save. 

 

 

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This will send a notification to the client's mobile phone which will take them to the app where the Tax Return Status will change to Questionnaire Received and also provide them with an action button to Complete Questionnaire.