Focus group

Activity Page

 

Introduction:

The Tax Diagnostic Tool is a cutting edge piece of enabling technology for accountants and tax advisers, designed to help users identify available tax reliefs and planning for their client’s.

The Tool turns a comprehensive tax review into a simple process, involving a series of simple questions. The questions are “intelligently routed” – the system learns as it goes – ensuring that only relevant questions are asked to clients. The information gathered is then used to automatically identify suitable reliefs and tax saving opportunities, and provide an advisory report.

The purpose of this exercise is to gather feedback on the “user journey”. This means the journey you experience as the advisor when completing a tax diagnostic with your client. There are two options that we will present to you, to gather your thoughts on the advantages and disadvantages of each route, and which you feel is preferable.

TASK A

Task A involves all relevant questions being asked, before a comprehensive list of all tax issues is identified alongside a report. To get started, simply click the image below and follow the steps in the Task A user guide.

After you have completed the task, please complete the feedback questionnaire which can be accessed via the pink link. 

For the functionality to work, this PDF must be viewed and opened in Adobe Acrobat or another Adobe PDF viewing software.

 

Please click here to complete “Task A” feedback questionnaire

 

TASK B

Task B is separated into two steps: In step 1, a series of high-level questions are asked to identify a list of tax advisory areas alongside a high level overview.
In step 2, you will select the tax issue areas of interest and complete specific “standalone” diagnostics for each one, to identify a list of tax issues alongside a report. To get started, click the image below and follow the steps in the Task B user guide.

After you have completed the task, please complete the feedback questionnaire which can be accessed via the pink link

For the functionality to work, this PDF must be viewed and opened in Adobe Acrobat or another Adobe PDF viewing software.