Tax Questionnaire
Send digital tax questionnaires to your clients to collect Self-Assessment data to digitally transfer them to your client’s Self-Assessment returns with the click of a button. Your client can submit the data using mobile app or via a web browser.
You will be able to keep track of any questionnaires sent out to clients via the Self-Assessment table found on the Agent Self-Assessment dashboard, keeping track and showing the current status of all your clients’ Self-Assessments.
How to send Tax Questionnaires to clients individually:
How to send Tax Questionnaires to clients in bulk:
How to send Tax Questionnaire reminders to clients individually:
How to send Tax Questionnaire reminders to clients in bulk:
Importing data from the Tax Questionnaire into the tax return
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Importing data from the Tax Questionnaire into the tax return
Once you have received a response for a client’s Tax Questionnaire you will then be able to import that data into the tax return that you will be submitting for them. Go to the Agent Self-Assessment dashboard, scroll down to the table that shows ...How to send tax questionnaire reminders individually
Go to Self-Assessment on the left-hand menu of the Agent Dashboard and select Client List. Then select which client you wish to send a Tax Questionnaire Reminder to by using the search bar and clicking Update. Once you have located to client in ...How to send tax questionnaire reminders in bulk
How to send tax questionnaire reminders in bulk Go to Self-Assessment on the left-hand menu on the Agent dashboard and select Dashboard. Then click on the Send Tax Questionnaire Reminder button in the top right-hand corner. A pop-up page ...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 ...How to send a tax questionnaire to clients individually
Go to Self-Assessment on the left-hand menu of the Agent Dashboard and select Client List. Then select which client you wish to send a Tax Questionnaire to by using the search bar and clicking Update. Once you have located to client in question ...