Annual Questionnaires Category

The 31st of March is the equivalent of New Year’s Eve for accountants. For most clients, 1st April signals the start of the New Year for business and tax purposes. When you are ready to assemble your information, we ask that you complete the questionnaire and declaration, which will be available on our website from 1 April 2024. This is an electronic questionnaire, which enables you to upload documents, save progress and complete over time. A questionnaire needs to be completed for each entity & person in your group.

Annual Questionnaires With the start of the new financial year, for most of you, comes the need to complete our annual questionnaires. When you gather your information for us, we ask that you complete a questionnaire for each entity & person in your group. You can download the relevant questionnaires below. 2022 Trust Questionnaire 2022 Personal Questionnaire 2022 Non-Resident Personal Information Questionnaire 2022 Business Questionnaire 2022 Rental Questionnaire We thank you for taking the time to complete this. Please don’t hesitate to contact your accountant at Walker Wayland if you have any questions.