ATO GENERATED ‘BIZSTART’ CLIENT TELEPHONE SURVEY
Background information:
(To be completed before phone contact is made)
Respondent name
Phone number/s
Survey i.d. number
Products indicated by
respondent
Topics covered by
respondent
1.
2.
3.
1.
2.
4.
5.
6.
3.
4.
Telephone Script:
Good morning/afternoon, my name is (
), I’m from the Small Business Section of the Australian Taxation Office. We’re
conducting a follow-up survey of people who attended a BizStart seminar earlier this year, and indicated a willingness to be
contacted at a later date.
Before continuing, may I confirm a few details with you?
 You are (client’s name)?
 Were you present at a BizStart seminar earlier this year?
If not, ask to speak to the person present at the seminar if possible. If the person who attended is not available, thank politely and
terminate.
The information collected from this survey will be used to assist us in improving our service.
All answers given will be strictly confidential, used only by the ATO and combined with responses of all the people interviewed.
Participation is voluntary. The survey will take approximately 5-10 minutes to complete.
Would you like to participate in this survey?
If ‘yes’, proceed to questionnaire.
If ‘unsure’ or it is not a convenient time, try to make appointment for call back.
If no, thank the person and terminate the call politely.
NBS Stage One Review Project March 2002
Page 1 of 2
ATO GENERATED ‘BIZSTART’ CLIENT TELEPHONE SURVEY
SECTION 1:
Circle the number corresponding with the answer given.
Q.1.
Have you started business yet?
YES
NO
……………………………………………………. 1
……………………………………………………. 2
If YES, proceed to Section 2.
If NO, continue below.
Q.2.
Do you still intend to start a business?
YES
NO
…………………………………………………… 1
…………………………………………………… 2
Q.3.
What has prevented you from starting as yet?
Financial reasons ……………………………………………………………..
Legal reasons
………………………… ………………………………….
Personal reasons ………………………… ………………………………….
Had no intention to start as yet ………. ………………………………….
Decided not to start a business (ask ‘why’ and specify below)……..
Other (specify below)…………………………………………………………….
1
2
3
4
5
6
……………………………………………………. ………..
Terminate interview. (refer to concluding paragraph at the bottom of the last
page)
SECTION 2
Circle the number corresponding with the answer given.
Q.4.
How long have you been trading?
0-3 months
4-6 months
7-12 months
over 12 months
Q.5.
………………………………….
………………………………….
………………………………….
………………………………….
1
2
3
4
Which of the following best describes the structure of your
business?
(Read through options)
Sole Trader
…………………………………. 1
Partnership
…………………………………. 2
Trust
…………………………………. 3
Company
…………………………………. 4
Don’t know…………………………………………….. 5
Q.6.
To what extent do you operate your business from home?
(Read through options)
Not at all
…………………………………. 1
From Home (ie. home based, but main activites undertaken elsewhere eg.
plumber with home office)………………………. 2
At Home (ie. activities undertaken at home eg. home based childcare
service)
…………………………………. 3
NBS Stage One Review Project March 2002
Page 2 of 2
ATO GENERATED ‘BIZSTART’ CLIENT TELEPHONE SURVEY
Q.7. Apart from yourself and any partners, how many people are
employed in your business?
Non employing
………………………………….
1 person
………………………………….
2-4 people
………………………………….
5-9 people
………………………………….
10-19 people
………………………………….
More than 19 people ………………………………
Q.8.
1
2
3
4
5
6
What industry category would you say is the main focus of your
business?
(Record below and classify as appropriate)
……………………………………………………………..
Agriculture, Forestry and Fishing……………… 1
Mining
………………………………………….. 2
Manufacturing
………………………………… 3
Construction
………………………………… 4
Wholsale Trade
………………………………… 5
Retail Trade
………………………………… 6
Accomodation, Cafes and Restaurants …….. 7
Transport and Storage
……………………….. 8
Finance and Insurance
……………………….. 9
------------------------------------------------------Communication Services ……………………….. 10
Property and Business Services ………………. 11
Education
………………………………………….. 12
Health and Community Services ………………. 13
Cultural and Recreational Services ………….. 14
Personal and Other services …………………. 15
Q.9.
Are you GST registered?
YES
NO
……………………………………………………. 1
……………………………………………………. 2
Q.10.a. Do you lodge your BAS electronically?
YES ……………………………………………………. 1
NO
……………………………………………………. 2
If No,
Q.10.b. Do you intend to lodge electronically?
YES ……………………………………………………. 1
NO
……………………………………………………. 2
Not Sure
…………………………………………… 3
Q.11.a. Do you currently use a tax professional/agent?
YES ……………………………………………………. 1
NO
……………………………………………………. 2
If Yes,
Q.11.b. What do you use your tax professional for?
Read through each source listed and circle corresponding number if
used. (may be more than one)
Help preparing BAS
………………………... 1
Lodging BAS
…………………………………. 2
Personal Tax issues ……………………………….. 3
Advice
…………………………………. 4
Other (specify below)
………………………… 5
……………………………………………………………….
NBS Stage One Review Project March 2002
Page 3 of 2
ATO GENERATED ‘BIZSTART’ CLIENT TELEPHONE SURVEY
Q.12. Since starting business,have you accessed your tax information
from any of the following:?
Read through each source listed and circle corresponding number if used.
(may be more than one)
ATO publications ………………………………….
ATO call centre
………………………………….
ATO website
………………………………….
ATO N2B visit
………………………………….
ATO’s ‘A Fax from Tax’ ……………………………
Industry Association ……………………………..
Govt Business Centre …………………………….
Business Enterprise Centre …………………….
Tax Professional
…………………………………
Tafe / Tech Course …………………………………
Legal Adviser ………………………………………..
Other (Specify Below) ……………………………
1
2
3
4
5
6
7
8
9
10
11
12
………………………………………………………………
Q.13.a. Have you read any of the handouts you received in the BizStart
session?
YES ……………………………………………………. 1
NO
……………………………………………………. 2
If Yes,
Q.13.b. Which handouts did you find useful?
Tax basics for Small Business ………………. 1
Record Keeping for new Small Business ……. 2
Other (Specify Below)
…………..……………. 3
……………………………………………………………….
……………………………………………………………….
……………………………………………………………….
Q.14. How confident are you presently of being able to meet your tax
obligations?
Read through options
Totally confident ………………………………….
Very confident
………………………………….
Somewhat confident ……………………………….
Not very confident ………………………………….
Not at all confident ………………………………..
1
2
3
4
5
Q.15. During BizStart, you covered the following topics:
Read through topics listed next to bullet points.

………………………..
1
2
3
4
5
6
7

………………………..
1
2
3
4
5
6
7

………………………..
1
2
3
4
5
6
7

………………………..
1
2
3
4
5
6
7
On a scale from 1 to 7, where 1 is not at all useful and 7 is very useful,
please rate each topic based on how useful it has been to you in the
operation of your business.
NBS Stage One Review Project March 2002
Page 4 of 2
ATO GENERATED ‘BIZSTART’ CLIENT TELEPHONE SURVEY
Q.16.a Now that you are in business, would you be interested in attending
further ATO seminars designed to cater to your current business needs?
YES
NO
……………………………………………………. 1
……………………………………………………. 2
Q.16.b What topics or information would you find useful?
………………………………………………………………………………….
………………………………………………………………………………….
………………………………………………………………………………….
………………………………………………………………………………….
Q.16.c. What format would best suit your needs?
Read through options
General seminar
……………………………………………………. 1
Specific topic seminars ……………………………………………. 2
On-line Delivery
……………………………………………………. 3
Customised Hard copy information sent out on request…. 4
New business forums ………………………………………………. 5
Other (specify below)
…………………………………………… 6
………………………………………………………………………………….
Q.17. Taking into account your business experiences since you attended
a BizStart seminar/s, what improvements could you recommend
for the program? (eg.What else should have been covered? What
didn’t we do well?)
………………………………………………………………………………….
………………………………………………………………………………….
………………………………………………………………………………….
………………………………………………………………………………….
Q.18.a. To what extent has attending BizStart assisted you to meet your taxation obligations?
To a great extent ………………………….. 1
To a moderate extent ….. …………….…. 2
To a small extent…..………………………. 3
Not at all …….……………………………….. 4
Q.18.b. How has BizStart assisted you to meet your taxation obligations?
………………………………………………………………………………….
………………………………………………………………………………….
………………………………………………………………………………….
………………………………………………………………………………….
NBS Stage One Review Project March 2002
Page 5 of 2
ATO GENERATED ‘BIZSTART’ CLIENT TELEPHONE SURVEY
SECTION 3
During BizStart you expressed an interest in using other ATO products.
I’m just going to run through these quickly….
Product (1) ………………………..
Q.1.
Have you used this product?
YES
NO
……………………………………………………. 1
……………………………………………………. 2
If ‘YES’, proceed to next product… if all products have been covered, terminate
interview. (refer to concluding paragraph at the bottom of the last page)
If ‘NO’, proceed to next question.
Q.2.a. Do you still intend to use this product?
YES
NO
……………………………………………………. 1
……………………………………………………. 2
Q.2.b. Why is it that you have not (yet) used this product?
………………………………………………………………………………….
………………………………………………………………………………….
………………………………………………………………………………….
Product (2) ………………………..
Q.1.
Have you used this product?
YES
NO
……………………………………………………. 1
……………………………………………………. 2
If ‘YES’, proceed to next product… if all products have been covered, terminate
interview. (refer to concluding paragraph at the bottom of the last page)
If ‘NO’, proceed to next question.
Q.2.a. Do you still intend to use this product?
YES
NO
……………………………………………………. 1
……………………………………………………. 2
Q.2.b. Why is it that you have not (yet) used this product?
………………………………………………………………………………….
………………………………………………………………………………….
………………………………………………………………………………….
NBS Stage One Review Project March 2002
Page 6 of 2
ATO GENERATED ‘BIZSTART’ CLIENT TELEPHONE SURVEY
Product (3) ………………………..
Q.1.
Have you used this product?
YES
NO
……………………………………………………. 1
……………………………………………………. 2
If ‘YES’, proceed to next product… if all products have been covered, terminate
interview. (refer to concluding paragraph at the bottom of the last page)
If ‘NO’, proceed to next question.
Q.2.a. Do you still intend to use this product?
YES
NO
……………………………………………………. 1
……………………………………………………. 2
Q.2.b. Why is it that you have not (yet) used this product?
………………………………………………………………………………….
………………………………………………………………………………….
………………………………………………………………………………….
Product (4) ………………………..
Q.1.
Have you used this product?
YES
NO
……………………………………………………. 1
……………………………………………………. 2
If ‘YES’, proceed to next product… if all products have been covered, terminate
interview. (refer to concluding paragraph at the bottom of the last page)
If ‘NO’, proceed to next question.
Q.2.a. Do you still intend to use this product?
YES
NO
……………………………………………………. 1
……………………………………………………. 2
Q.2.b. Why is it that you have not (yet) used this product?
………………………………………………………………………………….
………………………………………………………………………………….
………………………………………………………………………………….
That concludes the survey. Thank you very much for taking the time to answer these questions. We appreciate your
feedback.
Call Duration:
[
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___________________________
____________
Name of Phoning Officer
Date
NBS Stage One Review Project March 2002
Page 7 of 2