FAQ

• 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 help you provide the correct information so your accountant can provide and apply the correct tax treatment.

• 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 to us with your documents. However, by uploading your files and your questionnaires digitally into CA Portal, it puts your information in a format we easily understand and can use, which saves time and cost.

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 to November, timeframes can easily stretch to 8-12 weeks. Outside of this time it is generally 4-8 weeks. One of the biggest delays to joining the queue is incomplete or missing questionnaires, so it’s important that any information that is given to your accountant is as accurate as possible.

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

It's best to complete the questionnaires and send us the information at the same time. Of course, if you forget something, or if uploading is difficult, you can send us hard copies.

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