Using questionnaires to gather information for tax returns is only supported for self assessment (personal) tax returns.
If you are completing self-assessment (personal) tax returns for a number of clients, you can send them a questionnaire of the money processed to fill in and return. Use the Batch questionnaire feature to filter your clients and create a questionnaire for them all.
- Select the Admin settings cog icon.
- Select the Batch Questionnaires tile.
- Fill in the Title and Introductory text to send to your clients.
- Go to the Filter Records tab.
- Use the available filters to narrow down your client list to those you need information from. Select Add filter to add more lines.
- Go to the Download tab. Matching clients according to your filters are displayed.
- Choose the Type of download.
- Select Download. Blank copies are saved to your local Downloads folder in your device ready to send out.
Where a tax return has been completed for a prior year, relevant information sections are populated when it is generated.
Did you know?
You can use the client portal to send the documents direct to your customer for their action.