Engagement process

From scoping call to final memorandum — the steps we follow when auditing tax reporting applications.

Every financial audit of tax reporting applications follows the same spine. Depth changes with the engagement type; the order does not.

Scoping call

We confirm legal entities, accounting periods, and which tax reporting applications sit in the binder — CIT, VAT months, withholding schedules, or a combination. You leave with a fee range and a tentative calendar.

Retainer and document list

A 40% retainer confirms dates. You receive a document checklist: draft applications, trial balance, ledgers, invoices for material lines, and prior Revenue correspondence.

Intake and kickoff

Files land in a shared folder or arrive as a numbered binder at Level 8, 46 Phuket Road. Kickoff confirms who answers questions during fieldwork.

Fieldwork

Reviewers test application lines against books. Exceptions are logged with form-box references. We raise blockers early if a schedule cannot be tied.

Draft memorandum

You receive findings ranked by filing risk. Your bookkeeper or accountant may respond once before we finalise.

Final report and exit

The signed memorandum or findings letter is delivered. An exit meeting — in Phuket or by video — walks through material items and remaining open questions.

Typical timelines

EngagementWorking days after complete intake
Withholding schedule check3–5
VAT return application review (per month)4–7
Year-end CIT package review7–12
Full tax reporting application audit10–15

Filing-week rush slots are limited. If your deadline is inside ten business days, say so on the contact form so we can accept or decline honestly.

What we need from you

Prompt answers during fieldwork matter more than polished slides. A slow response on a single invoice can pause an entire VAT month. Assign one contact who can reach the bookkeeper the same day.

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