Information not given due to outstanding invoice

How best to obtain information when invoice outstanding

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Hi all,

After requesting professional clearance around a month ago, I have finally had a response confirming everything is ok, however the old account is refusing to pass over any information until their invoice has been paid (final invoice raised after my request for professional clearance received). The client has an issue with the invoice raised as it is excessivly high and above that of previous invoices for no additional work.

The issue is we need certain information to enable us to file the upcoming VAT return and monthly payroll.

I am aware they shouldnt refuse to give over client information but was wondering how you would phrase this to the old accountant in order to get the info required?

EDIT - I should state that this is a limited company client.

Replies (5)

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By johngroganjga
07th Sep 2018 13:06

Getting the client to pay the undisputed amount, and to explain his objection to paying the balance to the outgoing accountants, if he hasn’t already done so, will probably help.

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By Ian McTernan CTA
07th Sep 2018 13:22

Get the client to ask for a breakdown of the additional charges, then ask him to pay the undisputed amount of those charges and ask for his papers. Remind the old accountants that their refusal to hand over papers will make the client incur penalties which could have been avoided.

Any remaining disputed amount can then be referred to the relevant professional body if no agreement can be reached.

I've never been a fan of accountants who issue large final fees when they have lost a client (for whatever reason). Personally unless there is some large unbilled amount I don't issue a final fee (but then most of mine are on standing orders) and wish the client every success in the future. Part on a better note, costs very little and generates good will- and sometimes the client returns after a few years tail between their legs!

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By Matrix
07th Sep 2018 15:18

I would leave it to the client to sort out, you have done everything you can.

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By milesbw
12th Sep 2018 01:10

Hmm, there's probably some history here. The predecessor practice seems to me to be behaving as if the client is high maintenance and a pain in the neck. Also, the client doesn't know the numbers for payroll and VAT. Those numbers are usually known by businesses. Are you sure you want this client at the price you have agreed?

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By pauljohnston
12th Sep 2018 07:51

If necessary use estimated figures and as others have said the VAT is only for three months so your client should have this info to hand if only on bank statements and invoices, if not you are on notice that this could be a bad client. Make sure you are paid part upfront.

As to payroll he must have copies of last monts submissions, if not why not.

Godd Luck

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