Client no longer needs to complete a tax return but dont want to send a disengagement letter

Tax Return no longer required

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Client has recieved a letter from HMRC saying he does not need to complete a tax return.  I dont want to disengage until he says he wants us to no longer be his accountant.  Does anyone have a sample letter to say that if he wants us to review the situation every year?

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By cheekychappy
07th Sep 2016 09:30

Do you mean that you want to charge the client an annual retainer for doing nothing?

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By Nilpa1982
07th Sep 2016 09:37

Well kind of as we have some clients that still want us to act even though no tax return is done because they want to make sure tax codes are correct as well as if they need to submit a return say if they decide to do something different that year.

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By cheekychappy
07th Sep 2016 09:41

I think the technical term for it is "taking the [***]".

If they are no longer need work doing, all you have to say is "get in touch me if there any changes to your circumstances". And no, I wouldn't charge them for saying that.

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By claudialowe
07th Sep 2016 10:14

Why faff about and disengage - shake their hand, and tell them they know where you are, if you they need your services again. If they do, then you don't have to faff about (again) and issue a new engagement letter. I have loads of engagement letters for clients that I haven't acted for recently, but the letter is there, in case they need me again in the future.

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Red Kite
By Red Kite
07th Sep 2016 10:57

Whilst I agree wholeheartedly with the previous replies, I always tend to check that, what HMRC has determined, is indeed correct.
I had a case which clearly HMRC had incorrectly wanted to removed from the SA arrangement and I wrote to both them and the client explaining my conclusion.
In other cases, as fellow members have said; a handshake, appreciation for previous instructions and move on. There's nothing to be gained from bleeding client's dry IMHO.

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By Nilpa1982
07th Sep 2016 11:03

I am just looking for a polite letter to explain that HMRC no longer requires you to complete a tax return but if their circumstances change then they will still need to file a return and if they need us in the future then they know that we are here if their circumstances change.

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Replying to Nilpa1982:
Red Kite
By Red Kite
07th Sep 2016 12:07

Why not just to exactly that. Compose a polite letter, explaining the situation; HMRC has decided that you no longer need to complete a tax return but, we're here for you, if you need us..................

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Replying to Red Kite:
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By Nilpa1982
07th Sep 2016 12:41

that is what i am asking for an example letter if anyone has one

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Replying to Nilpa1982:
By JCresswellTax
07th Sep 2016 12:47

Nilpa1982 wrote:

that is what i am asking for an example letter if anyone has one

You have basically written the letter over the last few posts, why do you need an example?

Keep it simple!

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Replying to pacta:
By cheekychappy
07th Sep 2016 12:31

pacta wrote:

For the amount of bullshit you've typed here you could have instead typed that bullshit into a letter and you'd be done.

Would you look at that, it's a talking [***].

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Replying to cheekychappy:
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By pacta
07th Sep 2016 12:33

It's an expression of my current view of AccountingWEB.

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Replying to pacta:
By cheekychappy
07th Sep 2016 12:39

pacta wrote:

It's an expression of my current view of AccountingWEB.

The [***] is too solid and not big enough for how I feel about it.
You feel that the website is a [***], whereas I feel that website is a massive heap of steaming [***].

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Replying to cheekychappy:
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By pacta
07th Sep 2016 12:41

If you look close enough you can see the initials....

A W

Have you done something productive and written this guy's letter yet?

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Replying to pacta:
By cheekychappy
07th Sep 2016 12:47

pacta wrote:

If you look close enough you can see the initials....

A W

Have you done something productive and written this guy's letter yet?

I see the initials now.

If he can suck on his clients [***] until no more milk comes out, I won't be starting work until I'm paid!

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Replying to cheekychappy:
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By pacta
07th Sep 2016 12:50

Careful you'll be pulled for being snooty again.

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Replying to pacta:
By cheekychappy
07th Sep 2016 13:00

pacta wrote:

Careful you'll be pulled for being snooty again.

Nobody pulls my udders.

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Richard Hattersley
By Richard Hattersley
07th Sep 2016 15:56

There's been a notable amount of off-topic conversation on this thread. Debate and heated discussion are what makes AccountingWEB interesting.

Let's not resort to schoolboy humour and insults. It doesn't add anything to the discussion.

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Replying to Richard Hattersley:
By cheekychappy
07th Sep 2016 16:11

Richard Hattersley wrote:

There's been a notable amount of off-topic conversation on this thread. Debate and heated discussion are what makes AccountingWEB interesting.

Let's not resort to schoolboy humour and insults. It doesn't add anything to the discussion.

I will promise to stop using schoolboy humour, if you promise to get rid of the schoolboy questions.

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By ArsalanShah
07th Sep 2016 20:32

Very interesting discussion here - what more surprise me is that if you're really [***] off by OP's question why would you really bother to respond?? Wouldn't it be more reasonable to just stay quite and move on the next post which you consider is more sensible.....

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Replying to ArsalanShah:
By cheekychappy
07th Sep 2016 20:46

ArsalanShah wrote:

Very interesting discussion here - what more surprise me is that if you're really [***] off by OP's question why would you really bother to respond?? Wouldn't it be more reasonable to just stay quite and move on the next post which you consider is more sensible.....

What is even more surprising is those people that have no interest in the question, and just moan about other members views.

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