Resources

You'll need one for each entity that we are completing Annual Accounts and/or Tax Returns for.

If you have a Trust, a Business, and we complete your personal Tax Returns, you will need the Business, Trust and Individual questionnaires.

The Farming Questionnaire has livestock add-ons that you will need if you have livestock.

Questionnaires serve two purposes:

They ensure we have the most up to date and complete information about your financial situation and any changes that may have occurred over the year;

And, they act as a 'permission slip' for us to complete your work for this financial year.

Ensuring we have signed copies for each entity we're working with, ensures we're meeting professional standards and accounting best practices. (That's important to us, and important to the Auditors when that time comes too!)

Yes - we are required to have a signed Questionnaire for each separate entity and individual.

It's okay if not everything on any of the given questionnaires is relevant to you or your situation. They're more a blanket checklist of the kind of information we require each year. If there are sections that you're unsure about, don't hesitate to give us a call to talk it through.

Once signed and all your information has been gathered, you can either scan everything in and send it over via email or OneDrive link, or give us a call and we can arrange a time and date for drop off of physical documents.

We aim for a 6 week turnaround as a general rule however if you have a specific deadline or requirement (or no real rush at all) let us know and we'll do our best meet your deadlines.