Our standard process is to draft the SA, send it to the client for approval, when they approve we request payment.
When the bill is paid we will submit to HMRC.
Now... it seens one client has taken the draft self assessment and filed it themselves and of course hasn’t paid.
We will of course chase the amount owed. However it got me thinking about our processes, is requesting payment up front before any work is completed is a step too far?
Would be great to hear what others do.