Key Features
Efficient Data Collection
The Tax Questionnaire allows accountants to send customised questions directly to clients, ensuring all necessary tax information is collected in one go. This eliminates the need for multiple back-and-forth communications, speeding up the data-gathering process.
Multi-Platform Accessibility
Clients can easily answer the questionnaire via email or the mobile app, providing flexibility and convenience. This ensures a smooth user experience for clients, whether they prefer to complete the questionnaire on their computer or mobile device.
Seamless Integration with SA100
Once completed, the data from the Tax Questionnaire is automatically imported into the client’s SA100 record, reducing manual data entry and the risk of errors. This integration speeds up the process of preparing self-assessment returns.
Enhanced Client Communication
The Tax Questionnaire feature improves communication between accountants and clients by streamlining the information collection process. Accountants can easily track responses and ensure that all required data is gathered before proceeding with the self-assessment.
Our Integration
Partnering with industry leaders, we provide innovative accounting software solutions for accountants, bookkeepers, and business owners. Our collaborative approach addresses common challenges, equipping finance professionals with smarter tools to improve their workflows. Experience the difference with our accounting software and empower your business for success today.
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Frequently Asked Questions
- How does Nomi’s Tax Questionnaire make data collection easier?It allows accountants to send customised questionnaires to clients via email or mobile app, helping collect all necessary tax information in one step.
- Can clients complete the Tax Questionnaire on their phone?Yes, clients can fill out the Tax Questionnaire using either email or the mobile app, making it easy for them to respond from any device.
- How is the data from the Tax Questionnaire added to the client's SA100 record?The data is automatically imported into the client’s SA100 record, reducing manual entry and speeding up the process.