How do I switch accountants for this year's tax return?

Switching accountant is easy! 

Once you have chosen your new accountant they will send a letter to your old accountant advising them that you have decided to switch and requesting some basic financial documents and information from them.

Your old accountant should confirm that they have no problem with the switch and will provide the new accountant with the necessary information.

You may want to contact the old accountant yourself as a courtesy to say that you are switching but other than that the switch over process is completed between the two accountants.

As we approach the all important 31 October income tax deadline you would need to start the process of switching accountant ASAP to ensure that your new accountant has sufficient time to gather all the information that the require to prepare and file your tax return.

 

Date published 9 Jul 2019 | Last updated 3 Mar 2021

This article is intended to inform rather than advise and is based on legislation and practice at the time. Taxpayer’s circumstances do vary and if you feel that the information provided is beneficial it is important that you contact us before implementation. If you take, or do not take action as a result of reading this article, before receiving our written endorsement, we will accept no responsibility for any financial loss incurred.