Is Our tax file actually the property of the client?

Posted by Markhamfc1 PM | on Fri, 20/04/2012 - 08:48 826 5 comments | report

Can a new agent ask for our tax file on the basis that its the clients property. My initial reaction is take a running jump (or take all the papers out and send them just the file :)).

Obviously they can have copies of tax returns, permanent notes etc etc.

Anyone had experience of this?

Thanks

Comments

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I thought not

ShirleyM | Fri, 20/04/2012 - 09:10

Per the CIOT it's complicated

Steve Kesby | Fri, 20/04/2012 - 11:52

Same initial reaction here

PatriciaRr | Fri, 20/04/2012 - 12:05

Not just client's own records

Cloudcounter | Fri, 20/04/2012 - 12:19

The problem is with the question

BKD | Fri, 20/04/2012 - 12:22