TAX QUESTIONNAIRES
If you are using our services for the first time then please use the links below to download the New Client Questionnaires which relates to your situation.
Click Here to Download
Personal Tax - Client Questionnaire
Click Here to Download
Self Employed Tax - Client Questionnaire
Click below to fill out an existing client update form
Existing Client Update Form .
Kindly upload the filled in relevant Questionnaire as per your situation at the time of your Registration along with other Tax Documents relating to your individual case. (However, you could also Register 1st and upload this Questionnaire and your Tax documents upon Logging in, instructions for which are also provided in your Account)
Once you have registered, you will have access to the Client Portal, wherein you can correspond and review your tax documents.
(Please expect an activation email for your account once you have Clicked REGISTER button below.)