Who it is for
For a business owner seeking clarity on a tax question before a transaction or business change.
Expected outcome
An answer to an agreed question, with assumptions, sources and limitations. Agree in advance whether the response will be written or verbal.
Proposed scope
- Clarifying the question and circumstances
- Analysing the information supplied
- Professional verification of applicable official sources
- Explaining options and matters needing further review
Agreed separately
- A guarantee of a public authority’s decision
- Representation in a dispute
- Preparing or refiling returns without a separate agreement
What to prepare
- A clearly defined question
- Activities and proposed transaction
- Relevant period and earlier decisions
The process
- Check whether enough information is available
- Agree the question and response format
- Verify rules and prepare the explanation
- Discuss conclusions and next actions
Pricing factors
Question complexity, number of transactions, depth of research and need for a written opinion.
Common questions
Can a tax arrangement be selected from a short message?
A supported answer needs facts about activities and restrictions. The enquiry form only introduces the question.