Client Questionnaires
In order for Cabral to have a good understanding of your business and its special requirements, we require that a questionnaire be completed for us to prepare your accounts or tax returns.
We appreciate you taking the time to fill out the appropriate questionnaire. Taking the time now to fill in the appropriate questionnaire for your circumstance reduces the time and future queries we will need to ask of you. These questionnaires are also used to ensure that all relevant information is included in your accounts and tax returns.
ENGAGEMENT CONFIRMATION
The IRD requires that Cabral Business Solutions has a current, signed engagement letter from each of our clients. The signed engagement confirmation is required for us to link you to our tax agency so that you are able to take advantage of the extension of time Cabral is able to offer its clients.
BUSINESS QUESTIONNAIRE
This completed questionnaire will enable us to prepare your business financial statements and tax return. Please ensure that it is filled out accurately to ensure Cabral has a full understanding of your business.
PERSONAL QUESTIONNAIRE
An individual questionnaire is required for each individual tax return filed by our office. This is to ensure that all relevant information about your tax situation is included in your tax return. We want to make sure that you do not miss out on deductions you are able to take, while ensuring that all income is included in your return.
TRUST QUESTIONNAIRE
This completed questionnaire will enable us to prepare your trust financial statements and tax return. Please ensure that it is filled out accurately to ensure Cabral has a full understanding of your trust.
We will provide accounting solutions tailored specifically to your business situation.
© CABRAL Business Solutions Ltd 2006