T4 Client Engagement
T4 Engagement Agreements With Clients
Engagement Agreements, What, Why and How?
Businesses have “engagement agreements” with their customers or clients for a range of reasons. Three simple examples are compliance, insurance, and clarity of service.
Traditionally, accountants and tax advisers send long winded complicated legal jargon style letters to clients in the form of “engagement letters” for them to read and sign. So, a new client could expect to receive 10 to 100 A4 pages of legally worded documents to read and sign when their accountant starts to act.
We think that is time consuming, complicated, and inefficient.
So, we decided to completely re-think this process and have designed an online engagement process that we think significantly simplifies the “engagement” process for our clients.
All our engagement agreements are:
in plain simple English,
take you through the agreement step-by-step,
designed to explain and inform,
take a matter of minutes to complete.
You can read, agree, and sign all our engagement agreements online.
Our goal is that no individual aspect of our engagement process and agreement with you should take more than 15 minutes to do, usually between 5 and 15 minutes.
Our goal is simplicity and ease for our clients.
STEP 1 – Complete our “General Terms” agreement
STEP 2 – Add each individual service required
If, from time to time we need to update or amend our engagement agreements, you will be able to easily login to your account with us and update the relevant agreement.
Engagement Agreement Below
NOTE: You need to be a) a client to complete these online, and b) logged into on our website to view, complete or update them (contact us for access)
General Terms Agreement
Our General Terms and Conditions agreement is required from all clients, and covers issues such as data, privacy, communication, fees, and other general terms.
REQUIREMENT: ALL CLENTS
Accounts - Limited Companies Terms
Accounts for Limited Companies Agreement
This is our client engagement agreement for our limited company year-end accounts preparation service.
REQUIREMENT: ALL Limited Company Clients
Personal Tax Return Terms
Tax Returns – Individuals
This is our client engagement agreement for our personal tax return preparation service.
REQUIREMENT: ALL client that we assist with personal tax returns, e.g. directors, sole traders, partners, landlords and other individuals.
Accounts - Sole Traders
Accounts Agreement – Sole Traders
This is our client engagement agreement for our sole trader year-end accounts preparation service.
REQUIREMENT: All clients running a non-limited company business.
Quickbooks Bookkeeping Terms
REQUIREMENT: All Limited Company & MTD (Making Tax Digital clients)
Construction Industry Scheme contractors.
Bookkeeping Terms - VAT
Consultancy Services Terms
Consultancy Services Agreement
HMRC Tax Enquiry Terms
Formal HMRC Tax Enquiry and Investigations
T4 Tax Limited
Chartered Tax Advisers & Independent Certified Practising Accountants