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OR CALL +44(0)800 061 2515 TO DISCUSS YOUR PROJECT REQUIREMENTS WITH OUR EXPERT
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WHAT IS QT?

QT IS AN ONLINE COLLECTION OF SURVEYS, FORMS, CHECKLISTS AND QUESTIONNAIRES,
MANY OF THEM INTERACTIVE, DESIGNED FOR A WIDE VARIETY OF PURPOSES:







ANNUAL CERTIFICATIONS





DATA COLLECTION





FEEDBACK FORMS







QUALITY CONTROL AND COMPLIANCE CHECKLISTS





APPRAISAL FORMS


The quality control and compliance checklists are derived from the CheckQ
product previously available as a stand-alone Windows system in the BBS/2020
products - Forms Letters and Tools and Tax Tips and Tools - featuring PAYEQ,
VATQ, ITAXQ, ACCOUNTSQ, CTAXQ and BTAXQ (see below for more detail).


WHY WAS IT DEVELOPED AND WHY USE QT?

Checklists are really useful to ensure all aspects of an assignment are covered
– but often the checklists are lengthy, which is off-putting) and many of the
sections may be “not applicable”. In paper based systems, completion still
requires striking through all the N/A sections – a waste of time and pages of
printouts wasted.

The original desktop based software product took these questionnaires and made
them interactive-choosing at the beginning which sections could be left out,
whilst maintaining an audit trail that they had been considered but were N/A.
The online versions take these onto “the cloud” and allow completion from
anywhere you have internet access (although you could print them and complete on
paper with a client if you so wished!).

The interactive features of the online forms therefore enable the tailoring of
the checklists etc. omitting sections that are not relevant to the matter in
hand, focussing the attention on the relevant points. This saves time in its
completion and the quality control and compliance checklists ensure a consistent
and fully systemised service delivery both internally and to clients, as well as
the ability to identify additional services that could be provided.




HIGHLIGHTS


 * Here is a brief overview of the main interactive checklists
 * When reviewing a client’s tax affairs, do you have a standard checklist, or
   do you rely on each and every team member remembering to ask the “right”
   questions depending on the client’s circumstances?
 * Personal tax questionnaire (ITAXQ)– over 85 possible questions to consider
   when reviewing a client’s personal tax affairs. Low income – have you
   considered tax credits?
 * High income – have you asked about gift aid payments?
 * Capital gain – has client been informed about deferment methods?
 * It is recommended this checklist be completed before the tax return is sent
   for approval or a meeting arranged. It will highlight the areas that need to
   be addressed or discussed.
 * Business tax questionnaire (BTAXQ) – similar to ITAXQ but a review of the tax
   implications in the business…..tailor the questions as necessary for limited
   companies or unincorporated business.
 * Corporation tax questionnaire (CTAXQ) – a corporation tax review.
 * Accounts questionnaire (ACCOUNTSQ) – be aware this is not a Companies Act
   disclosure checklist – it is an aide memoire to ensure common and silly
   mistakes do not happen in the accounts process.
 * Have you ensured personal tax payments have not been posted to wages?
 * Are debtors/creditors stated including or excluding VAT as appropriate?
 * Are the accounts that appear on the balance sheet correct – or should they be
   a profit and loss item?
 * Use either at draft accounts stage or just before sending the approval
   accounts.
 * Systems Questionnaire (SYSTEMSQ) – a discussion document for use in a meeting
   to identify business processes and highlight areas where systems could be
   changed and improved. This forms the basis of a consultancy with the client
   and has been proven to lead to significant extra work in implementing new
   systems and technologies.


UPDATES AND ENHANCEMENTS


 1. Some of the product content will require updates on at least an annual basis
    (notably the tax questionnaires). These updates are included in your
    subscription. Updated questionnaires will be made live to replace existing
    ones as and when required.
 2. let us know any content you would like to see added, and also any feedback
    and suggestions relating to the existing questionnaires.


QUESTIONNAIRES/FORMS ETC


FINANCIAL SERVICES

Financial Health-check Questionnaire What financial products might the client
want or need advice on? Confidential Financial Review Form Client background
information and fact find for provision of financial services advice
Confidential Financial Review Form – auto enrolment A form to complete in
advising the employer regarding an AE scheme

PAYROLL

Employer - New Payroll Setup Information A form to collect the information
needed to set up a new Employer – either an existing scheme or registering for
the first time New Employee Information-Employer Use A form to collect the
information required to set up a new employee on a payroll Employee- Leaver
sheet A form to complete when an employee leaves employment

ADMINISTRATION

New Client Information Sheet An interactive form to gather the information
needed to create a new practice client Accounts Preparation Checklist A list of
the tasks involved in accounts preparation Colleague Appraisal A form to obtain
feedback from staff on the performance of other staff e.g. staff feedback on
partners or managers Annual ICAEW compliance declarations Fit and Proper Form
Audit Regulations compliance Statement of Confidentiality Statement of
Independence Money Laundering /POCA /Bribery Act awareness compliance

MARKETING AND PRACTICE DEVELOPMENT

Winning Clients Matters to discuss at a meeting with a potential new client to
identify areas where you can “make a difference” Tough Times Checklist A
checklist of areas to consider in the tough economic environment Customer Care
Checklist What are the impressions someone gets when visiting your office? How
about your clients? A scale rating form Adding Value - Accounts An internal
review form – how can you be “different” from your competitors yet use the same
software? Seminar Planning Checklist The step by step guide to all things
necessary when running a seminar Personal Affairs Checklist A form for clients
to record the location of important documents and other personal information

INTERACTIVE CHECKQ FORMS

VATQ VAT Review checklist PAYEQ PAYE checklist AccountsQ Accounts quality
control review PtaxQ Personal tax review checklist BtaxQ Business tax review
checklist SystemsQ Internal systems and procedures fact find CtaxQ Company tax
checklist


PRICING

All the checklists above are included in your subscription, along with updates
and will include any new questionnaires added to the product.

The subscription is payable by direct debit via GoCardless to Docusoft Limited.

Plus VAT
£ 40 .00 /1 Month
 * Unlimited users
 * Unlimited use of questionnaires

Monthly subscription
Plus VAT
£ 400 .00 /12 Month
 * Unlimited users
 * Unlimited use of questionnaires

Annual subscription

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Online support can often resolve your queries faster and more effectively than
over the phone. This can be achieved by using a chat session or even remote
control of your PC in order to demonstrate a feature of the product or to enable
us to better understand when it isn’t working correctly!

As this involves us taking control of your PC we would not wish to do this
without your expressed consent. Alternatively you can e-mail
support@qtoolsonline.co.uk



Westmead House, Westmead Road Farnborough,
Hampshire GU14 7LP United Kingdom
Phone: +44(0)1252 364 642
UK Free Phone:+44(0)800 061 2515
Fax: +44(0)870 005 6917
Email: info@qtoolsonline.co.uk
Skype: support.docusoft


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