The self-assessment that wasnt

FOC?

Didn't find your answer?

What do you do? 

Im sure this isnt too uncommon, you sign up a new client who said he needed his self assessment completing, started working on it only to discover he doesnt need to submit one.

Do you charge a fee for this?

Replies (15)

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By Tim Vane
24th Jan 2019 14:19

Of course I charge for it. I’m running a business.

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Replying to Tim Vane:
Slim
By Slim
24th Jan 2019 14:23

Tim Vane wrote:

Of course I charge for it. I’m running a business.

Full fee as agreed?

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Replying to Tim Vane:
Slim
By Slim
24th Jan 2019 14:24

double post

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By Matrix
24th Jan 2019 14:27

You just submit it and charge the full fee. Once they are registered they have to submit.

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Replying to Matrix:
Oaklea
By Chris.Mann
24th Jan 2019 15:28

Not necessarily surely. You could contact the agent dedicated line, explain the circumstances and, more than likely, the case could be removed from self-assessment.

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By Duggimon
24th Jan 2019 14:46

When you say "doesn't need to submit one" do you mean "isn't registered and isn't required to be registered" or do you mean "shouldn't have been registered".

In the first instance I charge my time spent, in the second I charge for the return that is rightly due, then take them out of SA.

In either event, I explain why they don't need a return and tell them at what point they do need one and suggest they come back and see me then, at least they're getting something for their money then.

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Replying to Duggimon:
Slim
By Slim
24th Jan 2019 15:19

falls in to the

isn't registered and isn't required to be registered

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By andy.partridge
24th Jan 2019 14:56

Not nearly enough information to say.

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By Accountant A
24th Jan 2019 15:09

Do you mean doesn't need to submit a return due to specific circumstances of the year in question - or is unlikely to need to for the foreseeable future?

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Replying to Accountant A:
Slim
By Slim
24th Jan 2019 15:20

Unlikely for the foreseeable

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Replying to Accountant A:
Slim
By Slim
24th Jan 2019 15:20

Unlikely for the foreseeable

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Slim
By Slim
24th Jan 2019 15:21

Also its interesting to see what you would charge and wouldnt charge for.

It doesnt have to be related to this scenario

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By ireallyshouldknowthisbut
24th Jan 2019 15:32

Its an "it depends" scenario.

If it was someone local, I wouldn't charge if I had taken an hour or so over it. Eg if it eg just a higher rate tax payer, or a child benefit case, as I wouldn't want them bad mouthing me locally.

If on the other hand it was a big job (eg sole trader of size) and it took me half a day to work out they didn't need return, I would, but less than the full quote, and sell it on the "well its £150 (say) less than my quote, and I stopped work when it was clear you didn't need a return, and look no tax either, isn't this great, look at the money I have saved you...."

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Oaklea
By Chris.Mann
24th Jan 2019 15:32

For me, much depends on the circumstances which, from what I can see here, you don't appear to have expanded upon?
Presumably he registered himself for self-assessment then, provided you with instructions?
What did you intend the fee to be and, what ratio of the work, do you think you'd completed?

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Caroline
By accountantccole
25th Jan 2019 08:35

I once spent 3 hours trying to gather info and research to see if someone was resident or not to determine whether they needed to do a return. Bill it!

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