Early engagement for advice

How to request an early engagement discussion to seek advice on a complex transaction you are considering or made.

Last updated 9 July 2023

You can request an early engagement discussion if you are seeking advice for a complex transaction you are considering or have implemented.

Find out more

The early engagement process

We will consult with you to:

discuss your request and outline the early engagement process
seek your timeframes and critical dates
explore the tax issues you are seeking advice on
arrange an initial discussion or meeting
agree on respective roles and responsibilities

Individuals - complex advice request

Complex tax technical interpretation for individuals is available if you cannot resolve your query online or by phone.

Public business, not-for-profit, internationals and privately owned and wealthy groups

How to submit an early engagement advice request with us to discuss a complex transaction.

Small business advice

Advice is available for small business to resolve tax technical interpretation queries not resolved online or by phone.

QC50061