Prepare a refund claim file from reconciled tax data and supporting transaction evidence. Start by identifying the purpose, reporting period and intended users of the work. BIAT can assess the available records and propose an engagement with defined responsibilities and deliverables.
Overview
Scope of support
- Refund category and evidence assessment
- Claim-schedule preparation and reconciliation
- Application and authority-query coordination
Records to prepare
Use this starting checklist to prepare for a discussion. The final evidence requirements are confirmed after the initial assessment.
- Claim basis and period
- Relevant returns and invoices
- Payment and export evidence where applicable
Deliverables and engagement planning
The gst refund support scope identifies the output, review steps and information required from your team. Where a filing, report or certificate needs an eligible professional, that role is confirmed before the engagement proceeds. The proposal records fees, exclusions, dependencies and target milestones. Authority review, incomplete records or changes to the request can affect timing.
Discuss your requirement
How the engagement works
Agree the scope and required evidence before work begins.
FAQ
Questions to help you scope the engagement.
Is every GST balance refundable?
Refund availability depends on the claim category and applicable conditions. Eligibility and supporting evidence must be assessed before an application is prepared.
How is the fee determined?
Can this be combined with related CA services?