01SCOPE & APPROACH
What this service covers.
We review the documents and transaction type to support preparation of the required schedules and calculations. Matters requiring certification are handled within the authority and responsibility of the relevant licensed professional.
Assessment of refund type and required documents
Preparation of supporting schedules
Refund calculations
Financial advice during the application process
The scope of our services is defined around your business activities and needs.
02HOW WE WORK
Together, step by step.
Introduction
We discuss your business and existing financial processes.
Assessment
We define the scope using the relevant information and documents.
Ongoing follow-up
We maintain communication throughout the agreed workflow.
03BEFORE WE MEET
Common questions
What information is needed for the first meeting?
Share a brief overview of your activities, business structure and the financial matters you wish to discuss. Any documents needed will depend on the scope of the meeting.
How is the scope of service defined?
We review your activities, existing records and requirements together, then clarify the scope of work and responsibilities.
THE NEXT STEP
Let’s explore
this service together.
VAT Refund Advisory