MiP - SA with incomplete records

kuliann Registered Posts: 9 Regular contributor ⭐ ? ⭐

I recently gained my MiP status and have also got myself 2 clients. Both probably a bit of a nightmare, but I suppose you have to start somewhere. I have lots of industry experience, but limited practice experience.

Both my clients need to complete SAs and have a serious case of incomplete records. I am meeting with the first one this weekend.

I was planning to have a look at what records do exist and see what I can piece together, in order to submit some estimated figures to HMRC.

Does anyone have any advice or experience in this area?

Any advice would be appreciated.



  • Newbie
    Newbie Registered Posts: 229 ? ? ?
    Experience will tell you if you should get money on account first, educate the client on his/her record keeping requirements, business record checks, penalties etc, work from the invoices you have and bank statements to estimate and remember to disclose basis in the white space
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