I am a bookkeeper and have a client with two directors (husband and wife). For 17/18 they had been on the directors optimum salary and took dividends later in the year. From April 18 they needed more instant cash and after getting no reply from their accountant for tax advice, the owner asked me to pay them £1000 each per week, even though he knew it would be subject to tax and NI. Now we have met a new accountant who says he should write to HMRC and get it all refunded (for a hefty fee) by saying the old accountant had not given any advice about salary and dividends. The 17/18 accounts have not been submitted to HMRC yet so nothing needs backdating in that respect.
How likely is HMRC to agree to a full refund of all this tax and NI? I'm thinking of composing the letter myself seeing as I'm the one potentially backdating it, not the new accountant and thus saving the hefty fee. However I'm sure one of the many experienced accountants on here must have had the same scenario and I really would appreciate some good advice. The directors are very happy thinking of the large refund coming their way but I want to see how realistic it is!