How do I use the Actions and Questions tabs with the accountant?

Actions ranks steps by priority and by the tax each moves — repay a director's loan before s455, use losses brought forward, surrender inside a proven group, settle repair against improvement — each with its deadline; record a decision (Agreed, Not doing, Ask the accountant, Done) with an owner and a date, and agree with the accountant before acting. Questions is one list of the planning prompts and the questions tracked with the accountant — asked, answered, resolved — and each company's recorded filing status and the software that files it. Export as Preview, PDF or Excel for the meeting.