I've recently set-up in practice and am starting to take on payroll clients. I'll be using Brightpay and am comfortable with processing weekly/monthly payroll, RTI submissions and auto-enrolement but am unsure with regards to what information I need to ask from the outgoing accountant.
For example, a client contacted me today to say they would like me to take over the payroll from 1st Feb. Their current accountant has dealt with all the set-up, processing, auto-enrolement etc. and I'm not sure the client is aware of any of their HMRC reference numbers, pension details etc.
I know that taking over the payroll mid-way through the year isn't ideal, and it's not something I've done before, but the client is determined.
So far I have on my list the P11 deduction sheet for each employee, the P32, PAYE office and reference number and accounts office reference.
My question is, what additional information would you ask for?