Tax Process Assessment Questionnaire Form

Tax Process Assessment Questionnaire Form
Evaluate your organization’s current tax process setup, technology, and improvement needs. Please answer all questions to help us understand your tax operations.
Which best describes your current tax process setup?
Other
How confident are you in your organization’s tax compliance?

1
2
3
4
5
1 is Not confident, 5 is Very confident
Please rate the following aspects of your current tax process.
Rows Very Poor Poor Average Good Excellent
Accuracy of filings
Timeliness of submissions
Audit readiness
Visibility into tax data
Which tax technology tools are currently in use?
Other

To what extent do you agree with the following statements about your tax process?

Rows	Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree
Our tax process is scalable for future growth
We have clear documentation for all tax procedures
Roles and responsibilities are well-defined
We proactively identify and address tax risks

How would you rate the current level of automation in your tax process?
What are your top three pain points in the current tax process?
Other
How often do you review and update your tax processes?
Which teams or departments are involved in your tax process? (Select all that apply)
Other
What is your top priority for improving your tax process over the next 12 months?
Other
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