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Interactive checklists, surveys and forms

QT is an online collection of surveys, forms, checklists and questionnaires, many of them interactive, designed for a wide variety of purposes: Annual certifications, Data collection, Feedback forms, Quality control and compliance checklists, Appraisal forms.

The quality control and compliance checklists are derived from the CheckQ product previously available as a stand-alone Windows system in the BBS/2020 products — Forms Letters and Tools and Tax Tips and Tools — featuring PAYEQ, VATQ, ITAXQ, ACCOUNTSQ, CTAXQ and BTAXQ.

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Interactive checklists and forms

Smarter checklists that adapt to you

Checklists are really useful to ensure all aspects of an assignment are covered — but often the checklists are lengthy, which is off-putting and many of the sections may be "not applicable". In paper based systems, completion still requires striking through all the N/A sections — a waste of time and pages of printouts wasted.

Only show relevant sections

Interactive checklets skip N/A sections automatically — no more printing pages you don't need.

Built-in guidance and prompts

Each question includes context and hints — like tax credit reminders on low income — so nothing is overlooked.

Always up to date

Online delivery means checklists reflect the latest regulations and compliance requirements.

Comprehensive tax and accounts questionnaires

Derived from the legacy CheckQ product and enhanced for interactive online delivery.

Personal Tax Questionnaire (ITAXQ)

Over 85 possible questions to consider when reviewing a client's personal tax affairs. Low income – have you considered tax credits?

Business Tax Questionnaire (BTAXQ)

Similar to ITAXQ but a review of the tax implications in the business.

Corporation Tax Questionnaire (CTAXQ)

A corporation tax review.

Accounts Questionnaire (ACCOUNTSQ)

An aide memoire to ensure common and silly mistakes do not happen in the accounts process.

Systems Questionnaire (SYSTEMSQ)

A discussion document for use in a meeting to identify business processes and highlight areas where systems could be changed.

Designed for a wide variety of purposes

QTools adapts to your workflow, whether you need compliance checklists, data collection, or client feedback.

Annual Certifications Data Collection Feedback Forms Quality Control Compliance Checklists Appraisal Forms
5
Core Interactive Checklists
85
Questions in ITAXQ
20
Years of Checklist Expertise
6
Use Case Categories

Ready to make your checklists work smarter?

Replace paper-based, static checklists with interactive online questionnaires that adapt to each assignment.

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