Tax Efficiency Questionnaire

Do you have any other income sources from outside the business/company? i.e a PAYE job or another business?

Do you have any other foreign income? (Income from outside of the UK).

Do you currently have a system for recording your businesses transactions?

Would you like some help with selecting a method or setting up your bookkeeping?

Did you have a previous accountant before you joined with us?

Is your business VAT registered?

Are the majority or all of your customers VAT registered themselves?

Do you incur many expense that are subject to VAT?

Do you have a company or personal pension?

Would you consider a pension to increase tax efficiency or make use of surplus funds?

Is your business planning on making an R&D (research and development) claim?