Licence tier 4

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HesterGreenwood
HesterGreenwood Registered Posts: 5
Hi I have just got my AAT bookkeeper licence approved. Can anyone clarify if I am permitted to do bank reconciliation and credit control for a client. I am approved tier 4 for bookkeeping, vat and financial statements for sole traders and Partnerships. Thank you

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  • reader
    reader Registered Posts: 1,037 Beyond epic contributor 🧙‍♂️
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    I'm pretty sure:

    Bank rec falls in bookkeeping.

    You don't need a licence for credit control.
  • HesterGreenwood
    HesterGreenwood Registered Posts: 5
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    Many thanks for your help
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