(1) Master relevant information and planning intention of the taxpayer
1. Master the situation of taxpayers
Family status, income situation, etc .; organizational form, financial situation, investment intention, attitude to risk, tax history, etc.
2. Planning intention
Real and long-term interests; self-interest and loved ones' interests
3. Obtain information related to taxpayer planning
Sort out, organize and classify relevant fiscal and tax policies and regulations
(2) Carrying out corporate tax assessment and analysis
Before tax planning, it is necessary to conduct a comprehensive tax assessment of the planning enterprise. Through the tax assessment, you can understand the internal control system, tax-related accounting treatment, tax types, analysis of tax situation in the past two years, tax mistakes and sticking points, tax violation records, and tax-enterprise relations. Wait.