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Time limit to revert to clients new accountant

What is reasonable ?

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Ex-Client owes some funds – she is paying a fixed assume each month (which I did not agree on but okay with it as least they are paying something).  Though sometimes they miss a payment.

I gave professional clearance and full information back in September to their new accountant. 

It was a very difficult assignment due to the Client disorganisation and last minute filing. Could I have down a couple things better probably.  Back of my mind once my clients new accountant starts to prepare accounts then they may come back with queries and question the Corporation Tax return where I made an minor error.  My client may then become irate and refuse to pay (she has just that type of personality).  Then if that happens I will just go to small claims court.

Do I have an obligation to revert to the clients new accountant six months later with funds still outstanding.  

Replies (10)

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By Wanderer
22nd Feb 2021 13:02

I'd probably do nothing and deal with any issues if / when they arise.

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By johngroganjga
22nd Feb 2021 13:31

With outstanding fees I would have provided professional clearance only, not the "full information" that you also seem to have provided.

With things as they are now, if you receive any further questions or requests for information I would decline to respond unless and until your outstanding fees are paid in full.

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Replying to johngroganjga:
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By Paul Crowley
22nd Feb 2021 13:54

Same Here
Clearance not information until bill paid
Ex clients have zero loyalty

One emailed my staff member saying he had penalties
Reason for penalties?
Next agent failed to submit returns

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Replying to johngroganjga:
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By sanjay100
23rd Feb 2021 10:37

I spoke to my accountancy body and they said you MUST give professional clearance. Question is even if they pay in full do I have to still reply to their queries six months later ?

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Replying to sanjay100:
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By Matrix
23rd Feb 2021 12:13

Professional clearance and providing handover information are separate.

I have never had someone come back after 6 months asking for info so I wouldn’t worry about it.

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Replying to Matrix:
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By sanjay100
23rd Feb 2021 12:35

Yes meant to say professional clearance and accompany documents were provided based on my accountancy body advice.

I think some accountants wouldn't take a look at the accounting schedules until the preparation of the company accounts so could come back later.

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By yelsnew
23rd Feb 2021 08:10

Depending on amounts involved you might be better forgetting the whole thing and moving on.

I won a few small claims a few years back and still never got paid.

Now we don't do a single piece of work without being paid up front, the only people who would ever complain, probably arent going to pay anyways!

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Replying to yelsnew:
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By sanjay100
23rd Feb 2021 10:43

Its a property business so not sure they will want to go to court and risk their credit affected.

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Replying to yelsnew:
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By sanjay100
23rd Feb 2021 10:43

Its a property business so not sure they will want to go to court and risk their credit affected.

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By Arcadia
25th Feb 2021 08:07

What was the minor error?

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