Context
Where information is incomplete, we reach out to you for context so no transaction is left unaccounted for.
What is included in the step:
- Direct outreach to clients for clarification on transactions that cannot be auto-categorised.
- Clear instructions on what information is needed and why.
- Integration of client-provided context into the reconciled dataset.
Our Capabilities:
- Personalised communication rather than generic error messages.
- Structured queries that make it easy for clients to respond quickly.
- Expertise in identifying which details tax authorities will require.
Benefits:
- Nothing is left unexplained or misclassified.
- Less time wasted on guesswork or incorrect assumptions.
- Stronger defensibility of the final report in the event of an audit.
