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Terms and Conditions

1

Standard Terms of Business

1.01

Standard Terms of Business

1.02

Limitation of Liability

2

Audit

2.01

Limited company, Community Interest company and Unlimited company

2.02

LLP

2.03

Charitable company audited under the Companies Act 2006

2.04

Small charitable company audited under the Charities Act 2011

2.05

Unincorporated charity/CIO: accruals accounts

2.06

Unincorporated charity/CIO: receipts & payments accounts

2.07

Academy

2.12

Pension scheme: earmarked

2.13

Pension scheme: Small Scheme

3

Independent examination/other assurance

3.02

Charitable company: independent examination

3.03

Unincorporated charity/CIO: accruals accounts - independent examination

3.04

Unincorporated charity/CIO: receipts & payments accounts - independent examination

3.05

Friendly Society: reporting accountant’s report

3.06

Co-operative or Community Benefit Society: reporting accountant’s report

4

Accountant’s report (NB. Includes production of accounts)

4.01

Limited company (suitable for use for Community Interest Company)

4.02

Dormant company

4.03

Limited subsidiary company (suitable for use for Community Interest Company)

4.04

LLP

4.05

Charitable company

4.06

Unincorporated charity/CIO

4.08

Co-operative or Community Benefit Society

4.10

Pension scheme

4.11

Other entities requiring an accountant’s report (e.g. sole trader, partnership, trust)

5

Accounting services

5.01

Production of annual accounts only (NB. As part of audit or assurance assignment)

5.02

Cash flows/profit forecasts

5.03

Management accounts

5.04

Bookkeeping services

5.05

Cloud-based accounting services

5.06

Provision of client portal service

6

Taxation services

6.01

Corporation tax, including preparation and filing of iXBRL accounts

6.02

Preparation of iXBRL tagged accounts only

6.03

Review of iXBRL tagged accounts only

6.04

Self-assessment (Partnerships and LLPs)

6.05

Benefits-in-kind (P11D) returns

6.06

Subcontractors Construction Industry Scheme (CIS)

- client operated for online submission by firm

6.07

Subcontractors Construction Industry Scheme (CIS) - firm operated

6.08

VAT

6.09

Personal tax (individual, sole trader & couples)

6.10

Personal tax Credits

6.11

Trust tax

6.12

Direct taxation

6.13

Annual Tax on Enveloped Dwellings (ATED)

6.14

Taxation of Community Amateur Sports Club (CASC)

7

Other services

7.01

Payroll

7.02

Secretarial services for companies/LLPs

7.03

Secretarial services for charities

7.04

Secretarial services for societies

7.05

Pension scheme - one-off auto enrolment services

8

Specialist reporting requirements

8.03

Solicitors - Reports under the SRA Accounts Rules 2011

8.04

Appointment as Trustee

8.06

Service charge accounts: agreed upon procedures

8.07

Service charge accounts: Section 21 report

8.08

Assisting with management buyout (MBO)

8.09

Share valuations and due diligence

8.10

Assisting with acquisition of company

8.12

Provision of Probate Services by unlicensed firm

9

Doctors Additional Terms

9.01

Doctors Additional Terms

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