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 to gather information 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 be created in the following formats:
- Standard (Comparative) format: A Standard ADQ displays last year's details in a report format with spaces alongside for this year's data.
- Letter (Text Based) format: The Letter ADQ uses Microsoft Word. You can change the content of the ADQ using Control Centre.
Saving options
At the bottom of all screens are the following buttons for saving and previewing the current settings.
Save Setup - Saves the current style of the ADQ. If you close the Print Annual Data Questionnaire window and re-open it later, the options will be the same as the ones that you previously saved by selecting this button.
Save as PDF - Gives the option to save the ADQ as a PDF file in a selected location. The default location to which the files will be saved can be configured within Control Centre.
Print - Prints one copy of the entire ADQ.
Preview - Allows you to view the ADQ as it will be printed.
Close - Closes the Print Annual Data Questionnaire window.
Help - Opens the Help topic for the Print Annual Data Questionnaire window.