What’s the Process for Changing Accountants?

Switching accountants is a straightforward process. It’s something that happens regularly in the accounting world and follows a standard procedure.

Step 1: Choose Your New Accountant

Sign an engagement letter and complete ID checks with your new accountant to get things started.

Step 2: Notify Your Current Accountant

Send a simple email letting them know you’re moving on. Check your engagement letter for any notice period or outstanding fees.

Step 3: Professional Clearance

Your new accountant contacts your old one to request professional clearance and the transfer of your financial records. This is standard and routine.

Step 4: Transfer of Records

The outgoing accountant sends over accounts, tax returns, payroll info, and other relevant data. If you use cloud software, access is simply switched.

Step 5: Agent Authorisation with HMRC

Your new accountant submits authorisation requests to HMRC to act on your behalf for tax, VAT, and payroll.

Step 6: Confirm Deadlines

Make sure it’s clear who is handling any upcoming filings like tax returns or VAT to avoid confusion or missed deadlines.

How Long Does It Take?

Typically 1–4 weeks, depending on how quickly your old accountant responds and the complexity of your affairs.

Will I Lose Data?

No. Your data belongs to you. Records must be handed over, and if you use cloud software, everything stays intact.

Summary

• Choose a new accountant.

• Notify the old one.

• Professional clearance happens.

• Records are transferred.

• HMRC authorisation is set up.

• Confirm who’s handling upcoming tasks.