Changing to Complete Accounts – What is involved?

When any business changes accountant, there are certain procedures that all businesses and accountants have to follow. They are:

Existing accountant

Complete Accounts will write to the existing accountant and ask for information about the last year that they dealt with. This is essential to ensure that the tax burden is minimised in the years that we deal with.

The previous accountant is not allowed to withhold this information, even if there are unpaid fees.

Authority

The existing accountants will not be able to give us the information unless you tell them that this is OK.

We offer a letter template for you to sign which will give your existing accountants the authority to release the information.Contact us for the template.

H M Revenue and Customs

Complete Accounts will advise HMRC of the change and all future correspondence will come to us.

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