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Answer a client’s question

Each question comes with a draft from the client’s own figures. You check it, change it and send it.

A client writes in Ask your accountant. The question lands in Questions with one of three marks:

  • From the figures: how much tax and by when, what is on the account. The draft answers with the client’s own numbers.
  • Rule: a laptop, a phone, a lunch. The draft names the case and the norm; you check it.
  • Your judgment: dividends, a car, a hire, a loan. The draft gives the figures; the answer is yours.

A draft has five parts: the answer, the calculation from the client’s figures, the norm, the document to keep, and where each figure comes from.

  1. 1Questions → open the question.
  2. 2Read the draft; change any sentence.
  3. 3Send it. The client sees the answer in their dashboard.

A number that is not in the draft, the register or the question cannot be saved: so a figure from memory does not reach the client. The rates are marked with the day they were checked.

Still stuck?

Write to a person. Say which screen you were on and what you expected to see.