Is Our tax file actually the property of the client?

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 |
ShirleyM's picture

Per the CIOT it's complicated

Steve Kesby |
Steve Kesby's picture

Same initial reaction here

PatriciaRr |

Not just client's own records

Cloudcounter |

The problem is with the question

BKD |
BKD's picture