Engagement Letter — APD Accounting Services

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APD | Engagement Letter

Letter Details

Letter updates live as you fill in fields.

Client Full Name

Date

Client Reference (optional)

Services & Scope of Work

Tick each service. Expand to define exactly what is included for this client — this becomes the legally binding scope.

Self Assessment Tax Return ▶

Scope included for this client:

Preparation of annual Self Assessment return Income tax and NIC calculation and advice Submission to HMRC on your behalf Bookkeeping and year-end adjustments UK property income — SA105 Capital gains carried forward from CGT return Payments on account calculations and advice HMRC correspondence handling

VAT Returns ▶

Scope included for this client:

Preparation and MTD-compliant submission of VAT returns Bookkeeping in VT Transaction+ (billed at hourly rate) Bank reconciliation Accruals, prepayments and mileage journals HMRC VAT correspondence handling

Capital Gains Tax Return ▶

Scope included for this client:

CGT calculation and liability advice Application of all allowable costs and reliefs Submission to HMRC within the 60-day deadline Principal Private Residence Relief review Business Asset Disposal Relief review

Bookkeeping & Management Accounts ▶

Scope included for this client:

Bookkeeping to trial balance — VT Transaction+ Profit & Loss Account and Balance Sheet Fixed asset schedule and depreciation Accruals and prepayments schedules Cashflow statement Cashflow forecast Budget vs actual analysis

Data Processing & Analysis ▶

Scope included for this client:

Data structuring and organisation Data cleansing and validation Data manipulation and reformatting Data analysis and reporting Budget vs actual analysis Cashflow forecasting

Notes / Special Arrangements

Documents Enclosed

Standard Terms & Conditions of Business Privacy Notice Formal Quotation Service Schedule — Self Assessment Service Schedule — VAT Returns Service Schedule — Capital Gains Tax Service Schedule — Bookkeeping & Management Accounts Service Schedule — Data Processing & Analysis