TaxSimba — Can I Switch MTD Accountants Halfway Through the Tax Year?
Preparation worksheet

This is an optional offline planning aid, not a tax return or a filing confirmation.
Keep completed notes securely. Do not add passwords or one-time security codes.

PRACTICAL TASK
A handover request you can adapt Please confirm which filings you will complete before our handover date, which remain outstanding, and how I can obtain my bookkeeping export, supporting documents and submission confirmations. Please also confirm when my access to your software ends and any fees for the handover. My next accountant needs the reporting basis and year-to-date figures. Add your businesses and the next deadline. Copying records is only half the handover: get the incoming firm’s confirmation that it can open the export and has accepted the next job. Ask about payroll or VAT separately if the outgoing firm handles those too.

Outcome to confirm: ____________________
Evidence or reference: ____________________
Person responsible and next check date: ____________________

1. Old and new accountant contact details
Notes: ______________________________

2. Handover date
Notes: ______________________________

3. Work completed and submission evidence
Notes: ______________________________

4. Outstanding tasks with named owners
Notes: ______________________________

5. Record exports and authorisation status
Notes: ______________________________

Actions agreed with accountant:
____________________________________

Guide: https://taxsimba.co.uk/blogs/switch-mtd-accountant-mid-year

Check the current guide and official sources before relying on a deadline or process.