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