Member Since: 29th Mar 2005
7th Dec 2019
we would check the underlying paperwork before submitting - we are putting our name to the tax return so need to know its right - you can bet your life that if the return is picked up for review because the figures don't work that the client will blame you, regardless of if its their mistake....why take the risk
you've done the right thing turning them away
we had a similar thing recently - CIS labour only subcontractor provided an A5 handwritten note stating income and tax stopped .....only thing was CIS deductions per their note were 41%!! needless to say they wouldn't provide anything further and we happily waved goodbye
7th Dec 2019
suggest that you can make a donation, but that next years fee may increase to cover the cost!
I'd have a look at how long the client has been with me, and if its a worthwhile fee and worth 'giving something back'
You can't possibly support all clients with their day to day activities - whether that's fundraising, eating in the local cafe or using the builder who you know is probably a bit of a cowboy - if it doesn't fit with your own business or outlook on life don't go beyond your professional relationship, it will only cause problems down the road
the best thing you can do to support clients is providing good service
11th Nov 2019
Sadly you cant please everyone, and some people are easily swayed by comments of their peers
we had a long standing client leave earlier in the year, out of the blue, because they'd got a new business associate who'd suggested they need this, that and the other and their accountant could do it for them.
The client in question had previously shown little interest in these type of services, we'd offered them ourselves several times over the years, but the client thought they were not needed by a business like theirs, so it was was naturally disappointing that when they do need them they move on
you can't win them all
I would look at other indicators - volume of clients coming in, and how you get them - if most clients come from referrals, you know that you must be doing something right
5th Nov 2019
we had one earlier this year who had ignored requests for records - it turned out they were trying to complete their tax return themselves - its a complicated return return with foreign income and pension tapering
they had the cheek to phone us up asking for our help in how to do it and what income to include in what sections!!
needless to say we promptly disengaged
17th Oct 2019
Whilst I appreciate that sometimes its better the devil you know, and we all need clients, but if this guy has been such a pain why on earth have you not disengaged from him a long time ago
Keep your clearance letter professional and to the point, giving your personal opinion on the client won't make you look good - its up to the incoming accountant to make a judgement as to whether the client is worth having or not
16th Oct 2019
to confirm we haven't provided payroll services to the client, they have done their own payroll
they were merely seeking advise on what they needed to do
15th Oct 2019
Thanks for the replies, will provide P60's and P45 again in the first instance
10th Oct 2019
thanks, tried this but nothing happens?
1st Oct 2019
we have the same approach
its the client's responsibility to pay their liabilities, not yours, as soon as you cross that line, you are creating a rod for your own back....so many things can go wrong that you'd be blamed for but which wouldn't really be your fault
23rd Aug 2019
Looks like the work experience placements had a busy couple of weeks!
who on earth reviews and signs these changes off, clearly not someone who has the need to use them