Collect information for each financial area

In this step, you need to collect financial information from the client for each financial area.

A query document for each financial area is available if you answer High in A100 Optimizer checklist - Initial Engagement Decisions to the level of online collaboration question. If you select Limited, one query document is available (the C105Q Request for records and documents). Questions 5 and 6 in the C105Q document cover the financial information required.

You can make some changes to query documents if needed or set up and modify visibility settings. See Add visibility settings in queries for more information.

For more information on client collaboration, see Collect information from the client.