It is very important that you complete the relevant questionnaires as they provide us with essential information. We need this to complete your financial accounts and assist us to ensure that all your tax obligations are met. Please take the time to complete these and attach the relevant information (you will be guided as to the information we need as you work through the questionnaire).

You may be required to complete more than one type of questionnaire, depending on the entities that are applicable to you. Most clients will need to complete a Business Questionnaire (which covers businesses operating through a Company, Partnership or Sole Trading, as well as all Rental Property Owners, except for Trusts). Trusts have their own questionnaire. A Personal Questionnaire is required for all associated people for whom we prepare a personal tax return.

If you are unsure of the questionnaire(s) that apply to you, please contact your Client Manager.