CASA FINANCE
Finance department, management accounting, cash flow planning, commercial organisation, and document and process management.
WHO DOES WHAT?
Two contracts. Two service providers. Clear responsibilities.
Service allocation is an integral part of every relevant page and every portal process – it is not merely a note in the footer.
Customer
Factual information, authorisations, powers of attorney and final business decisions.
Tax adviser
Tax advice, bookkeeping (subject to certain restrictions), tax returns, financial statements, review of tax assessment notices and representation on the basis of a separate mandate.
Subject-specific restrictions on the portal.
CASA users cannot submit tax returns, approve tax assessments or amend tax documents prepared by a qualified professional.
Finance Department & Business Control