I have recently taken over a client from an ACCA practice who provided a full service i.e. bookkeeping, payroll, VAT, CIS and year end accounts for this company.
It seems that they use the same software as we do i.e. Moneysoft payroll and VT Transaction Plus so I thought the easiest thing for both parties would be to let the client have the latest backups of each along with any hard copy paperwork.
So far, the client has collected the hard copy paperwork and we have been emailed some payroll reports although it's clear that these have been provided on a 'minimal' basis. We are waiting for the formal clearance letter etc. and this was only requested a couple of weeks ago.
They are understandably not overly keen to help make the transfer as smooth as possible and this is frustrating the client particularly as he runs weekly CIS which he currently cannot file.
My question is, is the ACCA practice obliged to provide the data backup of the payroll and VT bookkeeping to the client?
My thoughts are that they are:
I have always taken the approach of being as helpful as possible with any outgoing clients generally as I am usually very happy that they are moving on!