UPLEX & ASSOCIATES
PUBLIC ACCOUNTANTS
60-Second Client Risk Intake Form
Tick what applies. Keep answers short. Uplex will advise the right consultation, risk scan, project, or retainer.
1. Quick Contact Details
Name
Business name
Phone / WhatsApp
TIN
2. What type of business is this?
Sole proprietor
Partnership
Limited company
NGO / Non-profit
Other
Briefly describe your business / nature of trade
3. What do you need help with?
Tax return filing (income tax, VAT, PAYE, WHT)
Tax risk review / health check
Responding to a URA notice or assessment
Bookkeeping & monthly accounts
Financial statements preparation
Payroll processing (PAYE & NSSF)
EFRIS setup or compliance
Records reconstruction / historical cleanup
Customs / import duty issue
Accounting software setup
Tax training for my team
Not sure — advise me
4. What is your biggest worry right now?
We have unfiled returns
We received a URA notice or assessment
URA may audit us — our records are not ready
Penalties and interest are building up
5. In one sentence, what happened or what do you want solved?
6. Which documents do you already have?
Bank statements
Payroll records
Import / customs documents
Sales records / invoices
VAT returns
Previous tax returns
Purchase invoices
PAYE / NSSF records
Financial statements
EFRIS invoices
WHT certificates
None / scattered
7. How urgent is this?
Today
This week
Before filing deadline
This month
No deadline but important
Just exploring
8. What support do you want first?
Short consultation
Risk scan / health check
Brief findings report
One-time cleanup project
Monthly retainer
Not sure — advise me
9. Ready to pay for a proper review if needed?
Yes
Maybe — share price first
Not yet
Company decision needed
Submit
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