I would say that this is not sufficient

Same

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From Peter Saxton

I send tax return to client:

"I have attached your personal tax return and tax computations.

Can you read the documents and if you are happy for me to submit the tax return online please let me know."

Client replied:

"I trust it's all okay having had a look,

but it's all Greek to me, to be honest."

I said she had to tell me to submit.

Roll on my website with document exchange and signing documents!

Replies (16)

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paddle steamer
By DJKL
20th Jan 2017 12:38

I like " complete and correct" somewhere in my wording.

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RLI
By lionofludesch
20th Jan 2017 12:52

Surely the letters are Roman and the numbers Arabic.

If you sent it in Greek, no wonder she doesn't understand it.

I would ask her to at least confirm her instruction to submit in explicit terms.

Thanks (4)
Replying to lionofludesch:
avatar
By sosleepy
20th Jan 2017 12:59

Be very careful of your wording in this day and age if you request explicitness from a female client.

Thanks (3)
Replying to sosleepy:
By cheekychappy
20th Jan 2017 13:08

Send
Easy
Notification
Document

Notifying
Us
Definitely of
Electronic
Submission

Thanks (6)
avatar
By adam.arca
20th Jan 2017 13:18

Definitely not enough for me.

I'm old school on this one and insist, except in extremis, on my clients actually signing the declaration on page TR8 and returning to me (if they want to scan and email it, that's fine). I try and make that easy for them by also sending them that page alone as a separate pdf.

Thanks (0)
Replying to adam.arca:
RLI
By lionofludesch
20th Jan 2017 13:23

Me too. Nothing like ink on paper for avoiding clients denying they've ever seen a document before.

Thanks (1)
By petersaxton
20th Jan 2017 13:42

That's why I may get one of these funny signing applications

Thanks (0)
Replying to petersaxton:
RLI
By lionofludesch
20th Jan 2017 13:58

How do they work ?

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Replying to lionofludesch:
By petersaxton
20th Jan 2017 14:15
Thanks (0)
Replying to petersaxton:
avatar
By cbp99
20th Jan 2017 15:54

Quote:

https://acrobat.adobe.com/uk/en/sign.html

Annual commitment at £360.00/year w/3-year agreement
No thanks!

Thanks (0)
Replying to cbp99:
By petersaxton
20th Jan 2017 19:03

I don't understand your calculation. How do you get £360 per year?

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avatar
By BudgetB
20th Jan 2017 14:32

As with some of the others, I email a separate approval document for signature. No signature, no submission!

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Replying to BudgetB:
Red Leader
By Red Leader
20th Jan 2017 14:49

Quote:

As with some of the others, I email a separate approval document for signature. No signature, no submission!


Me too.
Thanks (0)
By chewmac
20th Jan 2017 15:52

Hi Peter
I use Adobe Fill & Sign app for free. Unbelievably, even to me, 90% of clients have got completely used to it and manage to follow my instructions to use it. One or two still print, sign and return the odd page. But, I agree, her reply isn't sufficient.

Thanks (0)
By Duggimon
20th Jan 2017 16:07

I'm fairly sure even the most explicit email instruction is insufficient to say the client has approved, email is not in any way a secure protocol and should never be treated as such.

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Replying to Duggimon:
By petersaxton
20th Jan 2017 19:05

It's good enough for HMRC.
I very much doubt a judge would agree with somebody who said that their email acceptance wasn't sufficient.

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