PREPARING YOUR ENQUIRY
What should we understand first?
- Company tax period and registration details
- Financial statements and supporting schedules
- Prior filings and any relevant correspondence
Tax & compliance
Coordinate your corporate tax return around the correct tax period, accounting records and an agreed preparation and review process.

PREPARING YOUR ENQUIRY
AGREEING THE SCOPE
Provide your corporate tax registration details, financial year information and any relevant correspondence. The general FTA filing framework uses a period of nine months from the end of the relevant tax period; your specific obligation and any applicable exceptions should be confirmed. Do not confuse a registration deadline with a return deadline.
Financial statements, supporting schedules, reconciliations, transaction records and information about the company structure may be required. Tell the team about prior returns and unresolved questions. Missing bookkeeping, accounting corrections or specialist tax analysis can create additional work and should be identified in the scope.
Agree who prepares the calculations, approves the information and coordinates submission. Ask for confirmation of the filing outcome and any remaining actions. Submission support does not replace your responsibility to provide complete information, approve the return and settle any tax payable under the applicable requirements.
A nil expected liability does not by itself settle the filing obligation. Have the applicable requirements checked for your entity.
Yes. Ask for both, with each deliverable and fee clearly identified.
LET’S DEFINE THE RIGHT SCOPE