Most of our clients pay us by direct debit. We have just one client on our books who still has not given us all we need to complete his self-assessment for the year ended 5th April 2014 (edited). To be honest, we have given up chasing him, but he's still paying us on a regular basis. I just don't know whether to hope he eventually contacts us, or simply disengage and give him a refund. I don't feel very comfortable working with clients that are so late with supplying information, but I quite like clients that pay regularly. Conundrum!!
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Goodness , all records received by July! Do you mean that they are also filed?
Do you do a lot of Ltd accounts for the rest of year?
Not like our firm at all but then a very large proportion are ST and partnerships who don't seem to show much urgency unless it is for tax Credits or Student Grants or mortgages.
Late???
You think that someone who still hasn't given his year ended 5 April 2015 information is that late that you are considering disengaging?
You work in a different world to me! I'm really quite envious.
Late
Unless the question has changed since you posted this, the OP refers to year ended 5th April 2014, so they are significantly late.You think that someone who still hasn't given his year ended 5 April 2015 information is that late that you are considering disengaging?
You work in a different world to me! I'm really quite envious.
EDIT : It would appear that was the case.
The post states its the 2014 tax return not the most recent one so unsure where the confusion is coming from? Unless the post has been edited?
If you cant get in contact with the client then you'll just have to transfer the money into your client account for now I guess?
Edit - clearly was a typo.
Depends what he's paying for?
What does AWOL mean exactly? He doesn't reply to mail/email, doesn't answer his phone? Or just that he doesn't provide any info?
If he's completely incommunicado to the extent that you don't know whether he's still even living in the country (or living at all!) then I'd contact the bank to stop future payments, and write one last time to explain what you've done just in case.
Whether to refund the amounts already paid depends on what he's paying for. If he's paying for ongoing support etc then non-refundable as the service has been available but he's not made use of it.
Same situation
Disengage by recorded delivery.
Refund fees already collected towards 14/15.
Retain 13/14 fees unless chased then make a judgement call - you've presumably been monitoring deadlines, chasing etc so work has been done (albeit not quite as much as you'll have been paid for).