Part - I General Information

APPENDIX-II
Questionnaire for Individual Assessees

Note :
1. The contents of this form will be kept strictly confidential.
2. The information given will be used only for academic purpose and will be
tabulated in such a manner that it would not be possible to identify therein
the facts pertaining to any particular individual.
(Please put a tick (√ ) mark against the answers you choose)
Part – I General Information

1.1 Name of the assessee :
(Tax-payer)
1.2 Occupation :
1.3 Address :
2.1 Name of your tax consultant :
2.2 Qualification :
2.3 Address :
3.0 Are you regular tax payer?
Yes: No:
4.0 Under which heads of income, your income becomes taxable?
a. Income from salary
b. Income from house property
b. Profits and gains of business, profession
c. Capital gain
d. Income from other sources
5.0 What is your income range?
a. Less than Rs. 3 lakh
b. Rs. 3 lakh to Rs. 5 lakhs
c. More than Rs. 5 lakhs
Part – II Services
1. Which of the following services does your tax consultant provide
you?
a. Taxation
• Taxes
•Income Tax
•Value Added Tax
•Service Tax
•Central Excise
•Customs duty
• Tax Planning (this tries to ensure that the
tax liability is minimum)
• The Compliances and procedural work
b. Book – keeping and Accountancy
c. Cost Accountancy
d. Audit
• Internal Audit
• Financial Audit
• Environmental Audit
• Information System Audit
e. Consultancy services
• Management accountancy/Internal audit
• Project planning and finance
• Profit improvement or turnaround studies
• Arrangement for the sources of finance
2 Does your tax consultant timely notify you the various provisions and
submissions of all taxes?
Yes: No:
3 Whether your tax consultant reminds you regarding tax obligations?
Yes: No:
4 Behavior of office staff of the tax consultants is ----------------------------------
--------------------------------------------------------------------------------------
5 How do you get the information about taxation?
• Through tax consultant
• Through friends and relatives
• Through media
(journals, magazines, books, televisions etc.,)
5 a) What is your impression about the fees charged by your tax
consultant?
• Higher
• Lowest
• Reasonable
• Any other (mention )
b) Suggestions, if any in this regard.

Part – III Tax Awareness
1 Do you know- Y N
Income Tax Act undergoes change every year with additions
and deletions brought about by the Finance Act passed by
the Parliament (Government’s Annual Budget)?
The various items of income that are exempt from tax.
How the taxable income is computed?
When the income of other persons included in assessee's
total income?
Deductions permissible under chapter VI-A of Income Tax
Act,1961?
How income tax is charge?
At which rate income tax is to be charged?
2 Do you discuss Government’s Annual Budget provisions with your tax
consultant before hand?
Yes: No:
3 Does your tax consultant help you in understanding the impact of budget
provisions on your tax liability and planning tax accordingly?
Yes: No:
Part – IV Filing of Returns
1. Reasons for filing the first return
• Regular provision
• Refund claim
• Carry forward of loss
• Notice from Income Tax Department
2. Generally when you do prepare for filing of return?
• 1 month before due date
• 1week before due date
• 2-3 days before due date
• After due date
3. After providing required documents, in how much time your tax consultant
files the return?
• Within 1 day
• Within a week
• After a week
• Other (mention )
4. Has any penalty being levied by Income Tax Authority for filing up tax
returns late?
Yes: No:
5. If yes, who was at real default?
• Yourself
• Your tax consultant
• Any other reason
Part - V Other
1. Whether you have faced misplacement of any documents regarding income
tax by your tax consultant?
Yes: No:
2. Does your tax consultant discuss the financial matters of someone else with
you?
Yes: No:
3. Are you sure that your tax consultant keeps all the information regarding your
income tax matter confidential?
Yes: No:
4. Since how many years you are filing returns?
• 0-5 years
• 5-10 years
• 10-15 years
• 15-20 years
• More than 20 years
5. Since how many years you are filing returns with the current tax
consultant?
• 0-5 years
• 5-10 years
• 10-15 years
• 15-20 years
• More than 20 years
6. In these years, whether you have changed your tax consultant?
Yes: No:
7. If yes, reason for such change-
Change of office place
High charges
Dissatisfaction
Inconvenience
Death/retirement of consultant
Conflicts with consultant
Any other reason (mention )
8. Have you faced any penalties regarding income tax?
Yes: No:
9. Whether your case was selected for scrutiny? Why?
10. How your tax consultant co-operated in that matter?
11. Difficulties faced by you in getting services from tax consultant?
12. Are you satisfied with the services provided by your tax consultant?
• Fully satisfied
• Partly satisfied
• Not satisfied
13. If not satisfied, mention your difficulties and suggestions.
14. Any other suggestions by you for improvement in the relation between tax
consultant and the firm assessee.
Thank you!

Part - I General Information

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APPENDIX-II

Questionnaire for Individual Assessees

Part – I General Information

b) Suggestions, if any in this regard.

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