Catalogues

---

Catalogues are libraries of questions and requirements, organised into categories. You can use the catalogues to build customer sets of questions and requirements for each of your clients. The benefit of this is you don’t make your clients wade through questions on a checklist that aren’t relevant to them.

taxy has three default catalogue types – Individual, Company, and Trust.

The catalogues can all be edited to meet your requirements. Categories can be added, deleted, and reordered. Category names can be edited as well. Note – the Catalogue types are fixed and cannot be changed.

Typically you should review your catalogues every financial year, adding and removing items as necessary.