Scope and exclusions
Which deliverables are included for my situation and financial year? What work would be outside scope or billed separately?
A practical selection guide
Choose with the same questions.
Tax and compliance engagements can differ in scope, people, fees and process. Use this checklist with every provider you are considering, then review the current written terms before deciding.
Start with the checklistCompare the engagement
Questions to ask each provider
Record the answer and ask for anything material to be included in the engagement terms.
People and review
Who will prepare the work, who will review it, and who is my contact if the assigned person is unavailable?
Fees and changes
What is the fee for the stated scope? Which events can change it, and how will additional work be approved and priced?
Communication
Which channels can I use, when are they monitored, and what response or escalation arrangements are agreed for my engagement?
Documents and access
How should I transfer records? Who can access them, how long are they retained, and how can I request a copy or handover?
Notices and follow-up
Is post-filing or notice-related work part of this scope? Ask which steps, deadlines, fees and client approvals apply.
Review and approval
What will I receive to review before submission? How are corrections, approvals and submission confirmation recorded?
Exit and continuity
If I change providers, what workpapers and records can be handed over, in what format, and what steps or fees apply?
This page is a selection checklist. It does not rate or make capability, staffing, service, security or pricing claims about other providers. Confirm current details directly with each provider.
Finclar service information
Review the scope you need
Finclar’s site has service pages for these areas. Read the relevant page and contact the team to discuss scope and current terms.
Finclar · Tax & Compliance
Ask about your requirements.
14/2, 15th Cross Street,Shastri Nagar, Adyar,
Chennai 600020