What is the Annual Data Questionnaire?
The Annual Data Questionnaire (ADQ) is a way of gathering and/or confirming tax data for an individual. ADQs can be useful as a data confirmation exercise just before the new tax year, or could be used as an information-gathering device when new clients are created.
Any information that can be entered into Personal Tax for an individual can be included on an ADQ.
Annual Data Questionnaires can be produced within Personal Tax and Control Centre:
- Personal Tax will allow you to produce an ADQ for one client at a time. Select Annual Data Questionnaire from the Tools menu to set up the ADQ.
- Control Centre will allow you to produce ADQs for any number of clients at once by selecting from a range or filtering the client list. Select Annual Data Questionnaire (ADQ) from the Tools menu to see the options for configuring and creating ADQs.
The ADQ can also be created in any of the following three formats.
Letter (Text Based) format – This option will create the ADQ as a letter within MS Word. You can use the template supplied with the software or create your own template for the letter and the text that will be included for each section of the letter. Letter templates are added, amended and deleted within Control Centre. Letter ADQs can be produced singly via Personal Tax or as a batch via Control Centre. You can also choose to save the Letter based ADQ as a PDF document if required for electronic storage and distribution.
Standard (Comparative) format – This option will create the ADQ in a questionnaire format in the same kind of style as the report generator. This format will print the data existing in the system for the currently selected year and leave a blank space for the client or client’s representative to complete any changes for the new tax year. Standard ADQs can be produced singly via Personal Tax or as a batch via Control Centre. You can also choose to save the Standard ADQ as a PDF document if required.
You can also create a covering letter to accompany the Standard ADQ.