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Updated GDPR Letters of Engagement published

Earlier than predicted - revised standard LofE published by Institutes incl ACCA CIOT STEP

Gudance to revising LoE to include GDPR published 3 days ago.

150 pages it was produced by a collaborative working party of ATT, CIOT (including former IIT), ACCA, AAT and STEP

https://live-ciot.pantheonsite.io/professional-standards/engagement-lett...

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07th May 2018 11:08

Thank you Jennifer, for saving me time!

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09th May 2018 09:35

ICAEW guidance and templates for engagement letters and privacy notices available here
https://www.icaew.com/en/technical/practice-resources/practice-helpsheet...

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10th May 2018 15:58

Interesting that the AAT have still not made these available to their members in practice and I have been advised they should be available on their website next week. (Giving us about a week to send them out and have them returned)

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11th May 2018 17:24

great thanks for the link - however does go on a bit - any idea if there is any software that is more of a tick box exercise ie what services the client has and will tailor it accordingly?

Even better if could integrate with the likes of TaxCalc etc.

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11th May 2018 17:25

great thanks for the link - however does go on a bit - any idea if there is any software that is more of a tick box exercise ie what services the client has and will tailor it accordingly?

Even better if could integrate with the likes of TaxCalc etc.

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12th May 2018 10:58

Not long before we spend more timing writing about what we intend to do instead of actually doing it.

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05th Jun 2018 14:48

Apparently, according to ICAEW, we would still be Data Controllers only. The ICO has not provided any updated information on the matter.

We would be data processors if we acted as sub-contractors for another firm.

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