Tax Advisory New Client Onboarding

---
name: tax-advisory-new-client-onboarding
description: |
  Onboard individuals and businesses planning their tax affairs smoothly into a tax adviser's service in an accountancy or advisory firm.
  TRIGGERS - Use when a tax adviser needs a new client onboarding pack for individuals and businesses planning their tax affairs in an accountancy or advisory firm.
category: Tax Advisory
license: MIT
version: 1.0
---
# New Client Onboarding Pack — Tax Advisory

Onboard individuals and businesses planning their tax affairs smoothly into a tax adviser's service in an accountancy or advisory firm. The deliverable is an onboarding pack: welcome information, expectations, first steps and contacts.
This skill is written for a tax adviser working with individuals and businesses planning their tax affairs in an accountancy or advisory firm.

## When to use
- You are a tax adviser preparing, delivering or reviewing this part of your work in an accountancy or advisory firm.
- You need a defensible, repeatable approach that produces an onboarding pack: welcome information, expectations, first steps and contacts.
- A colleague, auditor or client asks how this was done and what evidence supports it.

## Key Concepts
| Term | Meaning |
|------|---------|
| Tax relief | a legal reduction in tax payable |
| Enquiry | an investigation by the tax authority into a return |
| Residence | the country where a person is treated as living for tax |

## Workflow
1. **Step 1** - Send a welcome pack before the first appointment: what the service does, what happens first, what to bring from tax computations
2. **Step 2** - Set expectations honestly — timescales, costs where relevant, and how progress on filing deadline compliance will be shared
3. **Step 3** - Cover rights and responsibilities on both sides, including confidentiality limits and how to raise concerns
4. **Step 4** - Make the first contact easy: named contact, directions to an accountancy or advisory firm, and what to do if plans change
5. **Step 5** - Check in after the first session or milestone and fix friction early, before it becomes disengagement or missed filing deadlines

## Profession-Specific Components
| Component | Details for Tax Advisory |
|-----------|-------------------------------|
| Core documentation | tax computations; advisory reports; filing records; enquiry correspondence |
| Core tools & equipment | tax software; research databases; modelling tools; client portals |
| People involved | individuals and businesses planning their tax affairs; the tax adviser; colleagues and other services in an accountancy or advisory firm |
| Primary record | tax computations — keep it current, dated and attributable |

## Output Format
**Context:** [Situation in an accountancy or advisory firm] | **Objective:** [What this must achieve] | **Audience:** [individuals and businesses planning their tax affairs and other stakeholders]

The finished output is an onboarding pack: welcome information, expectations, first steps and contacts, structured as:
1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

### Action Plan
1. **Immediate:** Confirm scope, consent and the evidence available in tax computations.
2. **Short-term:** Complete the workflow steps and record outcomes against filing deadline compliance.
3. **Medium-term:** Review results, close actions, and update local procedures in an accountancy or advisory firm.

## Success Metrics
| Metric | Target | Method |
|--------|--------|--------|
| filing deadline compliance | Agree a local target and track the trend | Measured from tax computations and reviewed on a set cycle |
| enquiry outcomes | Agree a local target and track the trend | Measured from tax computations and reviewed on a set cycle |
| advisory uptake | Agree a local target and track the trend | Measured from tax computations and reviewed on a set cycle |
| penalty avoidance | Agree a local target and track the trend | Measured from tax computations and reviewed on a set cycle |

## Guardrails & Quality Checks
- Never let this happen: missed filing deadlines.
- Never let this happen: aggressive schemes challenged.
- Never let this happen: relief claims overlooked.
- Work only within the competence and authority of a tax adviser; escalate or refer anything beyond it.
- Record facts and observations, not speculation, and keep records confidential to an accountancy or advisory firm's rules.
- Verify names, dates, figures and measurements twice before anything is issued or signed off.
- Use only real, verified information from the case in hand — never invent results, credentials or evidence.

## Example (illustrative)
A tax adviser in an accountancy or advisory firm applies this workflow for individuals and businesses planning their tax affairs: they open
tax computations, work through the five steps using tax software, and close by recording
the outcome against filing deadline compliance and agreeing the next review date. (Illustrative example only —
replace with the real details of the case in hand.)