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Engagement letter for once off task

Can anyone recommend a short engagement letter for a once off task

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I have been asked to show a sole trader how to input his own tax return. The business is very small and loss making and this may be the only time the client has to submit a tax return. I use ACCA  engagement letters which are quite long, especially the terms & conditions. Can anyone recommend a short and to the point engagement letter that deals with a hopefully very short and once off meeting?

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By Gillian Mill
13th Nov 2019 13:41

I use the standard ACCA 2 page Letter along with 4 pages of T&C. It goes out with a GDPR form, a HMRC liability letter, 64-8's and a welcome letter and an invoice. I can't do less and still be comfortable I'm compliant.

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By MaryandJeff
13th Nov 2019 14:25

Thanks for the speedy response. Which standard ACCA letter and t&c's are you using? The standard letter I've modified is 4 pages and the t&c's are 12!

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By ireallyshouldknowthisbut
13th Nov 2019 13:58

As Gillian points out "small jobs" have much the same take on costs as bigger ones.

I must admit to being mystified as to how this engagement can ever end positively for you unless this is a sales pitch for something worthwhile.

Id be more inclined to point them towards a book on how to fill in your own tax return.

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Replying to ireallyshouldknowthisbut:
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By MaryandJeff
13th Nov 2019 14:29

It could well be worth it. A couple of hours spent now may lead to a recommendation to a larger prospective client later.

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By JoF
13th Nov 2019 14:48

Out of interest, how would that work if his tax return is completely different next year. Surely opening yourself up to a claim? How are you covering that off?

TBH I would have thought the full LOE would better protect you than a shortened version in this case.

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By MaryandJeff
13th Nov 2019 15:03

He's done his own P&L, all I'm doing is showing him how to file his tax return online with HMRC

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By North East Accountant
19th Nov 2019 10:01

I would not even entertain this request no matter who the client is or whatever the prospect.

Either we do the Tax Return or the client does the Tax Return, full stop.

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