TaxReturn.lk - Client Intake Questions

Use these questions during a first tax consultation call.

1. Personal profile
- Full name:
- NIC number:
- TIN (if available):
- Preferred contact method:

2. Income profile
- Main income source:
- Additional income sources:
- Approximate monthly income amount:

3. Filing status
- Have you filed tax returns before?
- Did you receive any Inland Revenue notices recently?
- Do you have previous return copies?

4. Current support needed
- Return preparation assistance
- Notice/assessment support
- TIN guidance
- Record review and planning

5. Documents on hand
- Salary summaries
- Bank statements or interest records
- Rental or business income records
- Previous tax correspondence

Important
- This template is for client discovery and planning.
- Final filing advice should be based on current regulations and verified documents.