Letter to previous accountant

System
System Posts: 100,534 🤖 Admin 🤖
edited 12:08PM in AAT member discussion
Hello

Can anyone help me please.

I have recently started as a MIP and one of my first clients has given me his books to prepare his accounts and complete his self assessment, he has been in business for several years, but does not want to use his previous accountant again. He does not have any details of his accounts from last year as his accountant did not give him any. I do not know of any adjustments.

Does anyone have a standard letter informing a previous accountant that you have been asked to take over the accounts of one of his clients could he supply any relavent information.

Thanks
Cat

Comments

  • System
    System Posts: 100,534 🤖 Admin 🤖
    Re:Letter to previous accountant

    Hi Cat

    If you let me have your email address I will let you have my basic one that you can adapt as needed.

    Claudia
  • System
    System Posts: 100,534 🤖 Admin 🤖
    Re:Letter to previous accountant

    Hi Claudia

    Thanks for your help, my email address is k.fenney@homecall.co.uk

    thanks
    Cat
  • System
    System Posts: 100,534 🤖 Admin 🤖
    Re:Letter to previous accountant

    In the ether at the moment.

    Claudia
  • System
    System Posts: 100,534 🤖 Admin 🤖
    Re:Letter to previous accountant

    Hi Claudia

    I'm new to the forum and new to writing letters to previous accountants. Would it be possible for you to email me a copy of your basic letter, my email address is:-
    dido24@hotmail.co.uk

    Thanks

    Diane
  • System
    System Posts: 100,534 🤖 Admin 🤖
    Re:Letter to previous accountant

    Done.
  • System
    System Posts: 100,534 🤖 Admin 🤖
    Re:Letter to previous accountant

    Hi there,

    I am also new to the forum and again not sure of what letters should be sent to previous accountants, could you send me a copy....please.

    Thanks
    my email address is janetadavies@hotmail.com
  • System
    System Posts: 100,534 🤖 Admin 🤖
    Re:Letter to previous accountant

    Hi 10020186

    This is what I send out, and amend as necessary.

    Claudia


    I have recently been approached by the above to act as their accountant for the year ended 5 April 2006 and thereafter.
    Please could you inform me of any circumstances or information which you have knowledge of, which I need to consider in deciding whether or not to formally accept this appointment.
    If there are no circumstances that I need to be aware of, would you please supply the following information:
    (a) The last tax return and schedules submitted, including business taxation computations, capital allowance claims, etc.
    (b) Copies of the previous year’s self assessment return, and any others relating to any earlier tax years which are still open or on which enquiries are still in progress.
    (c) The last completed accounts available for the business.
    (d) Any schedules you have giving details of the make-up of items in the last completed accounts, such as:
    (i) debtors and prepayments;
    (ii) creditors and accruals;
    (iii) bank reconciliations;
    (iv) stock and work in progress;
    (v) other.
    (e) A note of the appropriate tax district and reference numbers.
    (f) Details of any taxation losses available and overlap profits not previously utilised.
    (g) Any other schedules etc. which you feel will be of assistance.

    Please also give details of any items such as accounting records/private ledgers, etc. which you hold so that we may arrange for their collection.
  • System
    System Posts: 100,534 🤖 Admin 🤖
    Re:Letter to previous accountant

    Excellent thank you
  • System
    System Posts: 100,534 🤖 Admin 🤖
    Re:Letter to previous accountant

    Would it be possible for me to also get a copy of your letter? I have a new client wherein I need to contact the previous accountant to obtain information in order to properly setup a new accounting system. My new client is a condo association, and no-one seems to have the current (and correct) addresses for the condo owners. The previous accountant was sending out statements (although many of them were incorrect and/or sent to the wrong address/owner).

    I need this as soon as possible.

    My email address is mastertype@mabspc.com.

    Thanks for your help.
  • System
    System Posts: 100,534 🤖 Admin 🤖
    Re:Letter to previous accountant

    mastertype - just copy and paste from above, and amend to suit your requirements.

    Claudia

Categories

Privacy Policy