Accountant problem

Coshireherd · Sep 30, 2018

Hi all new to the forum

Long story short changed my accountant a few years back. Was ok for first couple years then was getting into a pain, not answering calls, delayed getting paperwork collected/delivered getting tax finalized

Got sick of it and changed back to original accountant and after months of hounding him. Letters, emails, calls etc got info off him for new accounts, making life v difficult, gave everything bar a breakdown of capital allowances for last 3 years to new accountant, new accountant got through on the phone one day awhile back and told him quite rudely that he wasn’t giving them anymore info

My accountant sent more letters and no avail just wondering what to do any suggestions greatly appreciated

bobk · Sep 30, 2018

Coshireherd said:
Hi all new to the forum

Long story short changed my accountant a few years back. Was ok for first couple years then was getting into a pain, not answering calls, delayed getting paperwork collected/delivered getting tax finalized

Got sick of it and changed back to original accountant and after months of hounding him. Letters, emails, calls etc got info off him for new accounts, making life v difficult, gave everything bar a breakdown of capital allowances for last 3 years to new accountant, new accountant got through on the phone one day awhile back and told him quite rudely that he wasn’t giving them anymore info

My accountant sent more letters and no avail just wondering what to do any suggestions greatly appreciated

Let them get on with it , my ex accuntant was the same ... gave no info and was awkward ... no bother says new one it was all wrong anyway

Coshireherd · Sep 30, 2018

bobk said:
Let them get on with it , my ex accuntant was the same ... gave no info and was awkward ... no bother says new one it was all wrong anyway

But can they actually do them without this info realistically?

Nearly · Sep 30, 2018

Coshireherd said:
But can they actually do them without this info realistically?

Make some up from your own memory, can anyone (HMCE) prove they're wrong?

bobk · Sep 30, 2018

Coshireherd said:
But can they actually do them without this info realistically?

Mine did but your circumstances maybe different

Coshireherd · Sep 30, 2018

I

Nearly said:
Make some up from your own memory, can anyone (HMCE) prove they're wrong?

I’d be worried if I got an audit

Nearly · Sep 30, 2018

Coshireherd said:
I

I’d be worried if I got an audit

If that's all you'd have to be worried about you're not pushing hard enough.

Jerry · Sep 30, 2018

You can always resort the the professional body that are members of. there are rules they should follow when you change firms.

RushesToo · Sep 30, 2018

Coshireherd said:
Hi all new to the forum

Long story short changed my accountant a few years back. Was ok for first couple years then was getting into a pain, not answering calls, delayed getting paperwork collected/delivered getting tax finalized

Got sick of it and changed back to original accountant and after months of hounding him. Letters, emails, calls etc got info off him for new accounts, making life v difficult, gave everything bar a breakdown of capital allowances for last 3 years to new accountant, new accountant got through on the phone one day awhile back and told him quite rudely that he wasn’t giving them anymore info

My accountant sent more letters and no avail just wondering what to do any suggestions greatly appreciated

He should be a member of some professional body [it will say on his card] most have a complaints procedure to maintain "professional" standards. Like this:
https://www.accaglobal.com/us/en/footertoolbar/contact-us/make-a-complaint-about-an-acca-member.html
HTH's

Still Farming · Sep 30, 2018

Some right A holes out there.
You pay them good money in faith all correct paperwork and business financial works are in order with the Revenue BUT when you have an investigation your on your own .
You just as well work and deal direct with The Tax man to start with.
The indemnity insurances are a waste of time and rarely or never cover demand amounts , Penalties or interest incurred ,even if you have done everything correct and honestly yourself and your Accountant never "so called",new or understood Agriculture ,diversifications and Losses utilizations and their implementations that should be "bread and butter" to them !
The Institute of Chartered Accountants rarely got any backbone alledgedly.
Legal Con artists a Lot of them !!!

Still Farming · Sep 30, 2018

Jerry said:
You can always resort the the professional body that are members of. there are rules they should follow when you change firms.

???
All stick together alledgely!

Jerry · Sep 30, 2018

Still Farming said:
???
All stick together alledgely!

Not in my experience. I had a grievance with a previous accountant. Took the case up with their professional body. I soon had all the info. I needed to help my new emcumbant with the old outfit getting reprimanded.

It maybe helped I am also an accountant, though not a practising one or one that would do annual tax work, so maybe knew which buttons to press.

Farfrae · Sep 30, 2018

According to the Association of Chartered Certified Accountants

"The general principles are easy to state:

a Documents belonging to clients must be given to clients (or
their agents) promptly on request, or on ceasing to hold office,
except in those cases where members are able to exercise a
right of lien.

b For documents belonging to members, the decision whether
to allow clients (or their agents) to inspect them rests with the
members. Clients have no rights to demand access.

c Where clients ask members to disclose documents to a third
party and those documents belong to clients, members must
disclose the documents unless they are exercising a right of
lien. Where documents belong to members they are not obliged
to comply with the request"

matthew · Oct 2, 2018

Farfrae said:
According to the Association of Chartered Certified Accountants

"The general principles are easy to state:

a Documents belonging to clients must be given to clients (or
their agents) promptly on request, or on ceasing to hold office,
except in those cases where members are able to exercise a
right of lien.

b For documents belonging to members, the decision whether
to allow clients (or their agents) to inspect them rests with the
members. Clients have no rights to demand access.

c Where clients ask members to disclose documents to a third
party and those documents belong to clients, members must
disclose the documents unless they are exercising a right of
lien. Where documents belong to members they are not obliged
to comply with the request"

Only an accountant could write that load of contradictory tosh, with a straight face.

The information is YOURS.
Don't just ask for it back, demand or go fetch.
Who you then give it to, is up to you.
The 'lien' bit is leverage for unpaid bills. Yoiu don't owe him anything do you?

D.S.S18 · Oct 3, 2018

can you pull the GDPR line now to your old accountant as they have your details which you no longer wish them to have?

Charolais cattle · Oct 7, 2018

Sounds like you owe money. .. usually they give u books back.. I've changed accountants lots of time without hassle. ..

Accountant problem

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