Self Assessment handover from a previous accountant
He wanted to move accountants without losing track of the year.
01
The problem
Oliver had some old returns but no clear update on the current one. He worried that changing accountants would leave a gap.
02
How TaxSimba helped
With the necessary authority, TaxSimba requested the relevant handover records and established what had already been completed before agreeing the remaining work.
03
The outcome
Oliver received a clear list of outstanding tasks and who was handling them. He didn't have to guess whether the return was underway.