Annual Client Questionnaires

On-Line Questionnaire

We have available for clients, an On-Line Questionnaire, which automatically links into the Xero system we use to prepare your Annual Accounts.

The On-Line Questionnaire is easy to use and you are able to upload relevant documents and submit to us directly.    You do not have to be on Xero to use this Questionnaire and it makes our lives a whole lot easier in the office.

If you would like to try this option and we have not yet sent you a log in,  please let us know and we can ensure you are sent your login details that will take you into your own client portal.

The Paper-Based Questionnaires are still available on request or to download below:

Business Questionnaire    -    Client Questionnaire Business 2017

Individual Questionnaire    -    Client Questionnaire Individual 2017

                                            -   Overseas Income Questionnaire

Rental Questionnaire         -    Client Questionnaire Rental 2017

Trust Questionnaire           -     Client Questionnaire Trust 2017

Farming Questionnaire      -     Client Questionnaire Farmers 2017

Livestock Forms                -    Client Questionnaire Livestock Sheet 2017

                                          -    Client Questionnaire Livestock Numbers 2017