Frequently Asked Questions

1. You need to disclose to your accountant all the different types of income or transactions that may impact your tax position. The questions in the questionnaire your accountant asks help you provide the correct information so your accountant can provide and apply the correct tax treatment.
2. You need to request us to start the work. Signing off this questionnaire at the end of the process is your declaration to us that you have provided all relevant information and would like us to commence work on your affairs.

Yes you can, you can either fill in your questionnaires online or print and fill them out and post with your documents through to us in 5 business days. By uploading your files and your questionnaires CA Portal puts your information in a format we understand and can use. If you want to provide your information in hard copy we would suggest you use these folder tabs as a guide to layout the information to provide. Using these tabs may not be relevant to use in all cases but deviation from this format can mean it takes longer to look through your information and find what we need. This can in turn increase the costs.

We work on a first in first out basis. So when you complete the questionnaire and provide your information you join a queue. During the busy period of May – November timeframes are usually about 4-6 weeks to receive draft accounts but can stretch to 8-12 weeks if you submit incomplete an questionnaire or missing information so it’s important that you take the time to fully complete your questionniare and assemble your tax information.

Click the Unsure column if possible, and put a comment in about your uncertainty.  We will contact you to clarify the situation.

No its best to complete the questionnaires and send us the information at the same time.

Yes, the site is https:// which means when the information is sent electronically through to us it is encrypted.