Establish the facts
Share the entity type, locations, registrations and issue you want to address. If there is a notice or approaching deadline, identify the date and document type without uploading sensitive records through the public enquiry form.
Confirm the written scope
Sending an enquiry carries no fee. If a consultation, records review or assessment is chargeable, we agree its scope and fee in writing before it starts. Your initial message does not authorise paid advice.
We set out deliverables, covered periods, responsibilities, fees and exclusions. Historical clean-up, additional registrations, statutory certification, representation and out-of-pocket charges are addressed expressly.
Collect and reconcile records
Keep sensitive documents out of the enquiry form. Once scope is agreed, we confirm the document list, approved sharing channel, intended recipients and access owner before records are requested. Your team confirms factual information and authorises submissions. Missing records or mismatches are identified so their effect on the work can be discussed.
Complete and communicate
The agreed working plan establishes updates and milestones. Filing acknowledgements, reconciliations, work records or advice are handed over as applicable. A regulator’s acceptance, inspection or adjudication is outside a service provider’s control.
Keep the scope current
Let us know about new locations, employees, products, transactions or ownership changes. These can affect obligations and require a revised scope. Compare packages and scope terms, or start with your immediate priorities.
What to include in your first enquiry
You do not need a complete document pack to explain the problem. A useful starting summary connects the business, the period and the desired outcome. For example: “We have a private limited company with operations in two states. We need to reconcile the last quarter’s books and understand the monthly support scope.”
- Business: entity type, activity, locations and the relevant registrations.
- Work: the specific question, period or transaction you want help with.
- Timing: your target date and any date shown on an official document.
- Records: where the books are maintained and whether earlier filings or workings are available.
Keep passwords, identity documents and detailed financial records out of the public enquiry. If a deadline is urgent, identify it explicitly and confirm who has accepted responsibility for the response.
Agree who does what
Facts and authorisation
Nominate a contact, provide complete records, answer factual questions and approve the information used for submissions or advice.
Preparation and coordination
Identify deliverables, document requests, dependencies, review points and how questions or missing information will be communicated.
Separate appointments
Confirm statutory certification, independent opinions or representation separately, including eligibility and signing responsibility.
The professional responsibilities guide explains the different roles. An assignment can involve more than one role without making every professional responsible for every workstream.
Make the handover useful for the next cycle
For a monthly accounts assignment, the handover might include reconciled records, an explanation of adjustments and a list of unresolved items. For filing work, retain the authorised version and acknowledgement with the supporting records. For an advisory assignment, preserve the facts and assumptions on which the advice was based.
Before closing the task, identify what was delivered, what still depends on another person and what needs to be revisited after a business change. Discuss new work before assuming it is covered by an earlier proposal. The business checklists can help your team prepare for the next handover.
Kosha.Services · Updated 2 October 2026