A new client is using your professional services. Conduct the first interview and ask appropriate introductory questions. Record the answers using suitable IT equipment- ie make electric records and files. Ask a series of follow-up questions that would be relevant to the tax return and record those answers also. Upload, in a word processed document, a list of the questions you asked, the recorded answers and the reasons for asking these questions. Provide appropriate taxation advice to the client and submit a written summary of the advice given. Would it be necessary to liaise with anyone else? With whom and why?
If a new client starts using your professional services, you will conduct the first interview, record the answers on questions, provide appropriate taxation advice to the client and submit a written summary of the advice given. It may be necessary to liaise not only with the client, but also with anyone his employer, with database and others to prove and check the information provided to be sure, that all information is correct and the tax return will be correct too.