Introduction
- The Approach to this and all Articles is consistent with our Standard System and Procedure.
- There are two types of procedures:
- Standard System and Procedure (Applies to all external parties).
- Standard Operating Procedure (Applies to all internal team).
- The purpose of the above is that every SSAP has a corresponding SOP and vice-versa.
- Therefore, if any of the above is not followed, by anyone, the work becomes more costly and results in bespoke work, chargeable at different rates.
- Hence, it is imperative for everyone to be aware of and apply vigilantly to the SSAP and SOP.
- Where these procedures are consistently not adhered to, then you will be made aware of this and a dialogue will take place.
- This article lists the External Standard System and Procedures (SSAP) applicable to Clients.
The SSAP’s
- Standard Engagement Terms
- General Rules of Engagement
- Basis of Engagement
- Communication Technology Protocol
- Privacy and Protocol Policy
- Disengagement Process
- Change of Agents
- Know Your Client
- Communication SSAP
- Meetings
- Dropbox
- Guest Client
- Bank Transactions
- Google Reviews
Timings of Workflow
- As all work undetaken by Avar on your or your company’s behalf is always time sensitive, it is imperative that information and communication is addressed and provided without delays.
- Avar reserve the right to send reminders to clients but with no obligation to do so.
- Limited Companies and Sole Traders:
- All accounting information must be kept up to date on a monthly basis, with the transaction boomerang and supporting documents uploaded to Dropbox within two weeks of the end of the month.
- This becomes even more critical for VAT Registered clients.
- Self-Assessment Tax Returns:
- All personal tax information must be kept up to date on a quarterly basis, as a minimum requirement.
- In order to enable Avar to plan ahead, information must be fully complete in its entirety before 31 March, with the exception of P60s and information prepared by Avar.
- Information provided after 30 November will result in increased costs for preparing and filing the SATR, with rates increasing exponentially as the 31 January deadline approaches.