Key Features

Efficient Data Collection

The Tax Questionnaire allows accountants to send customised questions directly to clients, ensuring all necessary tax information is collected in one go. This eliminates the need for multiple back-and-forth communications, speeding up the data-gathering process.

 

Multi-Platform Accessibility

Clients can easily answer the questionnaire via email or the mobile app, providing flexibility and convenience. This ensures a smooth user experience for clients, whether they prefer to complete the questionnaire on their computer or mobile device.

 

Seamless Integration with SA100

Once completed, the data from the Tax Questionnaire is automatically imported into the client’s SA100 record, reducing manual data entry and the risk of errors. This integration speeds up the process of preparing self-assessment returns.

Enhanced Client Communication

The Tax Questionnaire feature improves communication between accountants and clients by streamlining the information collection process. Accountants can easily track responses and ensure that all required data is gathered before proceeding with the self-assessment.