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)

Engagement - General Terms

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.


Accounts Agreement Terms

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 Returns Agreement Terms

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 Agreement - Sole Traders

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.

Bookkeeping Agreement - Quickbooks

Quickbooks Bookkeeping Terms

Bookkeeping Agreement

Coming Soon..

REQUIREMENT: All Limited Company & MTD (Making Tax Digital clients)

Bookkeeping CIS Terms

CIS Terms

CIS Agreement

Coming Soon…

Construction Industry Scheme contractors.

Bookkeeping Terms - VAT

Bookkeeping Terms - VAT

Bookkeeping Agreement

Coming Soon…

Payroll Terms

Payroll Terms

Payroll Agreement

Coming Soon…

Engagement - Consultancy Agreement Terms

Consultancy Services Terms

Consultancy Services Agreement

Coming Soon

Engagement Agreement - HMRC Formal Tax Enquiries and Investigations

HMRC Tax Enquiry Terms

Formal HMRC Tax Enquiry and Investigations

Coming Soon

T4 Tax Limited

Chartered Tax Advisers & Independent Certified Practising Accountants

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