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Create a Query in the Client portal

Send a new Query to your accountant from the Client portal.

Updated 12 September 2026

Before you start: You need active Client portal access to the organisation the Query concerns.

Create a Query

Send the Query

  1. Select Queries, then New query.
  2. Enter a Subject and Message.
  3. Choose a Related engagement when the Query concerns a listed Engagement.
  4. Select Submit query.
New Query form with Subject, Related engagement, Message and Submit query
Give the Query a clear subject and enough detail for your accountant to respond.

What happens next

Cheku opens the new Query in Queries and notifies your accountant.