18.1 Upon lawful termination of this contract by the Parties in accordance with the termination clauses set out herein, we will provide you with the following: -
Trial balances.
Your last set of accounts (where prepared by us);
Your last corporation tax return (where prepared by us);
Your last personal tax return (where prepared by us);
18.2 When you request to transfer your limited company away from RR Accountants to yourself or a new accountant, we will prepare all the relevant documentation required by you or your new accountant.
Before we can provide any information to your new accountant, we will require your written authorization.
18.3 We will also require your new accountant to provide a clearance letter; this is authorization that they will be acting on your behalf. We will act as your accountants until the cut-off date. This is last day of the month in which we receive your written authorization, unless requested otherwise, and we will complete all work on your account up to this date.
18.4 As per our Terms of Engagement, we will then raise an invoice for the transfer fee of £250+VAT. This is charged for the preparation of all the relevant documentation and accounting schedules that will be required by your new accountant. Once this fee has been settled and your cut-off date has passed, we will begin the transfer process and send the required documents to you/your new accountant. We aim to send these to you 20-25 working days after the latter of the below:
The date of receipt of the clearance letter.
The date of your written authorization to proceed with the transfer.
The cut-off date on your account.
The transfer fee paid date.
Any outstanding fees being settled on your account.
18.5 We use third party software for vat, payroll and accounts, in case services are terminated during the year full year software subscription is payable by the client, these charges will be separate from our service charges.
Effective Date: 24 July 2025