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Letter of Engagement

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  • # 119189

Hi, new member here, have been looking at the Letter of Engagement template on here and it seems pretty basic, omitting any reference to statutory accounts and tax returns, for example. Does anyone have an example of a more detailed LofE that I can refer to?

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  • 18 posts
  • # 119274

Hi Terry

 

Did you manage to get yourself sorted with this?

 

We just adapt the ICB LOE and added extra info in section 2 to cover off annual accounts and tax returns (but we dont deal with Limited companies)

 

Shout if you are still looking 

 

Allison

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  • 5 posts
  • # 119280

Hi Allison

Thanks for the reply.

Yes I did pretty much the same in the end and added in some extra lines in section 2

 

 

Terry

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  • 11 posts
  • # 119284

Good morning,

If you were willing to share I would be very interested in what you added to section 2 for self-assessment?

S Ballard

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  • 18 posts
  • # 119293

S.Ballard said:

Good morning,

If you were willing to share I would be very interested in what you added to section 2 for self-assessment?

S Ballard


 Yes thats fine - send me your email address and I will send them accross Smile

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  • 11 posts
  • # 119294

Thank you very much. :-)

info@lavasky.co.uk

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  • 18 posts
  • # 119302

S.Ballard said:

Thank you very much. :-)

info@lavasky.co.uk


 I've just sent you an email - hope it helps

  • Member
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  • 7 posts
  • # 119577

Allison S said:

Hi Terry

 

Did you manage to get yourself sorted with this?

 

We just adapt the ICB LOE and added extra info in section 2 to cover off annual accounts and tax returns (but we dont deal with Limited companies)

 

Shout if you are still looking 

 

Allison


 Hi Alllison

Would you be able to send me the same thing please to assist ?

Thanks

Paul

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  • Practice Licence
  • 18 posts
  • # 119585

englishbob said:

Allison S said:

Hi Terry

 

Did you manage to get yourself sorted with this?

 

We just adapt the ICB LOE and added extra info in section 2 to cover off annual accounts and tax returns (but we dont deal with Limited companies)

 

Shout if you are still looking 

 

Allison


 Hi Alllison

Would you be able to send me the same thing please to assist ?

Thanks

Paul


 Hi Paul

 

Yes no problem, let me have your email address and send it across

 

Allison 

  • Member
  • Practice Licence
  • 5 posts
  • # 119586

Hi Allison

Sorry I missed this message. I did manage to cobble somrthing together but I would be interested to see what you had if that's ok.

 

Thanks

Terry (barnstudiobookkeeping@gmail.com)

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  • Practice Licence
  • 7 posts
  • # 119588

Allison S said:

englishbob said:

Allison S said:

Hi Terry

 

Did you manage to get yourself sorted with this?

 

We just adapt the ICB LOE and added extra info in section 2 to cover off annual accounts and tax returns (but we dont deal with Limited companies)

 

Shout if you are still looking 

 

Allison


 Hi Alllison

Would you be able to send me the same thing please to assist ?

Thanks

Paul


 Hi Paul

 

Yes no problem, let me have your email address and send it across

 

Allison 


 Many thansk Allison info@paramountaccounts.co.uk

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  • 18 posts
  • # 119612

Terry Newman said:

Hi Allison

Sorry I missed this message. I did manage to cobble somrthing together but I would be interested to see what you had if that's ok.

 

Thanks

Terry (barnstudiobookkeeping@gmail.com)


 Hi Terry

 

just emailed you some examples of what we use

 

Allison

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  • Practice Licence
  • 18 posts
  • # 119613

englishbob said:

Allison S said:

englishbob said:

Allison S said:

Hi Terry

 

Did you manage to get yourself sorted with this?

 

We just adapt the ICB LOE and added extra info in section 2 to cover off annual accounts and tax returns (but we dont deal with Limited companies)

 

Shout if you are still looking 

 

Allison


 Hi Alllison

Would you be able to send me the same thing please to assist ?

Thanks

Paul


 Hi Paul

 

Yes no problem, let me have your email address and send it across

 

Allison 


 Many thansk Allison info@paramountaccounts.co.uk


 Hi Paul

Just emailed you with some examples of what we use.

hope it helps

Allison

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  • 5 posts
  • # 119614

Allison S said:

Terry Newman said:

Hi Allison

Sorry I missed this message. I did manage to cobble somrthing together but I would be interested to see what you had if that's ok.

 

Thanks

Terry (barnstudiobookkeeping@gmail.com)


 Hi Terry

 

just emailed you some examples of what we use

 

Allison


 Hi Allison

Thank you that is very helpful

 

Terry

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