I am not entirely sure if I need separate permission to release information since the client has been cc on the email. There is nothing due since they have paid monthly and I have raised an invoice for December fees. I don't think I can ask for the December fees as they have paid in advance for services.
I am thinking on what basis for the SAR. The R&D Claim was wrong however you dress it up which these companies are good at concocting stories but it maybe did not be considered to be tax evasion.
When you go out of the way to help them and and provided services where you have not charged them just to help them then they can't even bothered to spend one minute sending an email that really annoys me. There again it annoys me when people in general cannot be bother to communicate. For example, if I had arranged to meet someone and they cannot be bothered to turn up.
If they had a courtesy to send an email or call then no issues whatsoever.
Yes my same thoughts too. I just returned from holiday and just catching up plus its Christmas and tax return season. It can wait but will respond in reasonable time.
Yes that seems the consensus on this forum, Will just provide the clearance after Christmas and be done with them. I don't think I will wait for the client to give formal notice.
Really lots of times ? This is the second time and though first time it was a friend and did actually make my point very clear how discourteous it was to receive a sudden letter from another accountant asking for PC.
Yes you are perfectly correct . Its just difficult not to at least something about their conduct. I guess I have been ghosted
I think I will just provide the PC and transfer the software over to the client and be done with them
If they revert on the refund I will just refer them to the engagement letter which states "one month written notice" and "No Refunds. If they push then maybe will work something out.
Thank you. I am reluctant to provide any form of refund. If they had had the courtesy of notifying me then fair enough and would have gladly provided a refund. The worse thing about this is that we cannot even make our point clear how rude and disrespectful it is to receive a surprise professional clearance letter (PC). I was even chatting to the director of the company a couple of hours earlier then I received the PC letter. Not sure why they never notified me then.
My answers
I am not entirely sure if I need separate permission to release information since the client has been cc on the email. There is nothing due since they have paid monthly and I have raised an invoice for December fees. I don't think I can ask for the December fees as they have paid in advance for services.
I am thinking on what basis for the SAR. The R&D Claim was wrong however you dress it up which these companies are good at concocting stories but it maybe did not be considered to be tax evasion.
When you go out of the way to help them and and provided services where you have not charged them just to help them then they can't even bothered to spend one minute sending an email that really annoys me. There again it annoys me when people in general cannot be bother to communicate. For example, if I had arranged to meet someone and they cannot be bothered to turn up.
If they had a courtesy to send an email or call then no issues whatsoever.
Yes my same thoughts too. I just returned from holiday and just catching up plus its Christmas and tax return season. It can wait but will respond in reasonable time.
Claiming R&D refund is a little subjective and don't think SAR would be warranted in this case.
The client was copied on the email so wouldn't know if I provided the PC it would breach GDPR since the director was a aware of the PC email.
Yes that seems the consensus on this forum, Will just provide the clearance after Christmas and be done with them. I don't think I will wait for the client to give formal notice.
Really lots of times ? This is the second time and though first time it was a friend and did actually make my point very clear how discourteous it was to receive a sudden letter from another accountant asking for PC.
Yes you are perfectly correct . Its just difficult not to at least something about their conduct. I guess I have been ghosted
I think I will just provide the PC and transfer the software over to the client and be done with them
If they revert on the refund I will just refer them to the engagement letter which states "one month written notice" and "No Refunds. If they push then maybe will work something out.
Yes I was thinking of that do I need to respond to the PC Letter even though he was copied in the email sent by the new accountants ?
I will take some legal advice
Thank you. I am reluctant to provide any form of refund. If they had had the courtesy of notifying me then fair enough and would have gladly provided a refund. The worse thing about this is that we cannot even make our point clear how rude and disrespectful it is to receive a surprise professional clearance letter (PC). I was even chatting to the director of the company a couple of hours earlier then I received the PC letter. Not sure why they never notified me then.