As the tax season is in full swing, we had a potential client come to our office with a summary of his income and expenses (totals only).
We asked for bank statements and source documents to cross check his workings but he said that he had always given summary to his previous accountant for self assessment preparation.
We had to turn him down as we normally like to cross check the client figures to reassure ourselves.
The potential client did comment that he was not asking us to do audit (which is true) of his data and just wanted us to file his tax return (not huge sums).
What do you normally do?
Yes, we are not auditors but we should store some of the source documents in file for future reference. right?
Thanks for your support in advance guys.