Charging for passing documents to new accountant

Posted by amyaccountant PM | on Thu, 14/06/2012 - 14:36 2239 16 comments | report

I am in the sorry position of having lost a couple of clients recently who have found someone even cheaper than me! When I receive a professional enquiry asking for copies of prior year accounts, and tax returns, should I be making a charge to my outgoing client for this? Although it doesn't take long, if there are follow-up queries regarding account balances, etc, it can add up. I have included a paragraph in my terms and conditions saying that I have the right to charge, but so far I never have. What do you do in this instance?

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I don't charge and put it in

bernard michael | Thu, 14/06/2012 - 14:40

If you belong to a professional body ...

0103953 | Thu, 14/06/2012 - 14:44

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Agree

Paul Scholes | Thu, 14/06/2012 - 14:59

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We do not charge either, but

taxguru | Thu, 14/06/2012 - 15:08

Agree with Paul

Euan MacLennan | Thu, 14/06/2012 - 15:10

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£250 plus vat

Kent accountant | Thu, 14/06/2012 - 15:27

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Not as a general rule

mn2taxhbj | Thu, 14/06/2012 - 16:25

Not worth it unless

girlofwight | Fri, 15/06/2012 - 00:16

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Some of the contractor accountants routinely charge.

newmoon | Fri, 15/06/2012 - 11:34

we dont

Tom 7000 | Tue, 19/06/2012 - 11:14

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Don't charge but...

miketombs | Tue, 19/06/2012 - 12:13

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Which Regulatory Bodies don't allow a charges?

BryanS1958 | Tue, 19/06/2012 - 13:58

In case of ICAEW & ACCA

Paul Scholes | Tue, 19/06/2012 - 21:12

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Thanks Paul

BryanS1958 | Wed, 20/06/2012 - 22:10

They just dig a deeper hole

Paul Scholes | Wed, 20/06/2012 - 01:51

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I agree ....

Steve Holloway | Wed, 20/06/2012 - 09:24

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