Which Documents Need to Be Brought to a Tax Preparer?

Tax consulting refers to the consulting services provided by taxpayers on tax expertise. China's tax consultation has developed with the establishment and improvement of the Taxation Institute and the gradual improvement of the tax legal system. It is a professional and intelligent service activity that imparts tax knowledge, implements tax guidance, implements the tax legal system, and protects the legal rights and interests of taxpayers. ^[1]

Tax advice

Tax consulting refers to the consulting services provided by taxpayers on tax expertise. China's tax consultation has developed with the establishment and improvement of the Taxation Institute and the gradual improvement of the tax legal system. It is a professional and intelligent service activity that imparts tax knowledge, implements tax guidance, implements the tax legal system, and protects the legal rights and interests of taxpayers. ^[1]

The business process rules of tax consultation are that the consultants must adhere to the procedures, steps, and requirements of conducting consulting activities from the start of consulting the tax consulting business to the completion of the implementation of the tax consulting program. The process rules are:

sign protocol

Except for those who give oral answers and are free of charge, they should sign a tax consultation agreement with the client. This is a requirement to clarify the respective responsibilities of both parties.

Assign someone

After the trustee undertakes tax consultation, whether or not a fee is charged, relevant persons with professional competence shall be appointed to provide consulting services to the client.

making plans

The implementation of all tax consulting projects that have signed agreements must formulate a tax consulting work plan and make comprehensive work arrangements.

Research

Tax consultants must comprehensively and objectively investigate and understand the factual basis related to the consulting matters when performing all tax consulting tasks, conduct a careful study of the matters that need to be demonstrated, and conduct a comprehensive analysis and deliberation of the collected factual basis. 2. Make consultation conclusions on the basis of full demonstration.

Prudent practice

Tax consultants should perform tax consulting business with professional caution and issue tax advice. All work procedure arrangements and all consulting activities, consulting methods, techniques, and consulting conclusions drawn must fully consider risks, pay attention to and evaluate risks throughout the entire consultation process, and take effective measures to control risks to acceptable levels. Range.

Service for purpose

Tax consultants shall perform tax consulting tasks and provide consulting services as service providers. In the whole process of consultation, the client must be publicized, counseled, and interpreted. The implementation of the consultation conclusions should be put forward to facilitate the implementation or operation of the commissioner's recommendations, and the client should follow the guidance of the consultation process. in

Tax consultation Oral consultation

mouth

Consulting seminar

Head consultation includes telephone consultation, intermediary agency location consultation, commissioning site consultation, and special consultation meeting consultation. Oral consultation is mainly used for simple and clear consulting services on tax issues. Telephone conversations and interviews can give taxpayers and withholding agents a brief answer. The content of consultation generally involves the query of tax laws and regulations, the query of the main provisions of tax policy, the query of tax procedures, and the issues that are jointly concluded by the consulting parties and finally concluded by professional consultants. Oral consultation is characterized by its simplicity and speed. However, it is necessary to be careful when dealing with complex issues such as tax collection and exemption, and the calculation of tax payable. It is best to send a written memo after the oral reply to clarify the responsibilities. When it is not possible to determine the content of the answer to the question, the tax consultant must answer the question after writing the desk.

Tax consultation written consultation

Written consultation is one of the most commonly used consulting methods for tax consultation, and it is to solve problems in writing. During the consultation, professionals should prepare documents and answer the questions raised by taxpayer withholding agents. The written document requires clear questions, clear answers, sufficient evidence, and accurate laws and regulations. Forms of written documents such as "Tax Advisory Memorandum" and "Answers to XX Questions", etc., the format of the documents can be fixed to make it easier for the taxpayer withholding agent to understand the main points of the question. In the case of computer network, written consultation can also be transmitted in the form of electronic mail. The advantage of written consultation is that it helps to standardize tax advisory services and has clear responsibilities.

Tax Consulting Network Consulting

Online consulting is the emerging and fastest-growing, most influential and promising way of consulting. The network consultation is based on a professional consultation website. The staff is composed of experts, scholars, and people with practical work experience or expertise. The service content is richer than any individual's knowledge, experience, and skills. The consultation method adopts online consultation, appointment consultation, and message. Answers, etc. The biggest difference between online consulting and other consulting is that online consulting is not only a means and method of consulting, but also a centralized place for consulting business establishment, development, and tracking. It is the largest platform for tax intermediary services. More convenient, not limited by time and place.

Tax consultation telephone consultation

The 2013 corporate income tax settlement and payment work is under intense progress. In order to help taxpayers to successfully complete the settlement and reduce tax-related risks, the tax policies, regulations and rules of the state are now in accordance with the national tax laws, especially the newly introduced tax policies related to corporate income tax. The policy changes in actual work need to be linked. The content of 9611 and the taxpayer asked a lot of representative and difficult, hot issues, 96111 convenience service platform made a summary. ^[3]