Further to our/your letter of [insert date] I am writing to confirm [practice name]’s responsibilities in relation to your accountancy and taxation affairs following the termination of our appointment to act as your [bookkeeper].
We have written up your records up to and including [insert date]. [Practice name] will have no responsibility for maintaining your business records or preparing your VAT returns for subsequent periods.
The company’s tax return for the year ended [insert date] was submitted to HM Revenue & Customs on [insert date]. [Practice name] will have no responsibility in relation to the completion and submission of the company’s tax returns or the company’s tax affairs for future years.
You will be solely responsible for identifying another [bookkeeper/accountant] to take on these responsibilities or to satisfy the need for the services that we formerly provided.
During the course of our work we have collected information from you and other parties acting on your behalf. Some of these records and other items of documentation should be retained by you to meet your statutory obligations.
If you require the return of records or documents by post, courier or similar means we may, at our discretion, require reimbursement of the cost.
All work provided should be checked upon receipt. We are happy to deal with any queries up to a period of [30] days after the date of this letter. Any enquiries after this point will be answered on a paid basis.
With reference to our fees, we calculate that an amount of £…… plus VAT, as set out in the attached invoice, remains due from you.
Why is a letter of disengagement used?
I am writing to confirm [practice name]’s responsibilities in relation to your accountancy and taxation affairs following the termination of our appointment.
What does the records section say?
Some of these records and other items of documentation should be retained by you to meet your statutory obligations.
What does the period of responsibility section say?
All work provided should be checked upon receipt. We are happy to deal with any queries up to a period of [30] days after the date of this letter. Any enquiries after this point will be answered on a paid basis.