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Client’s Details:
[Your Name]
Letter of Engagement
| Presented to: | [Your Name] |
| Presented by: | Mohamed Lebbe, Accountant |
| Start date of engagement: | — |
| Annual Fee: | — |
| Monthly Fee: | — |
| E-mail: | accounts@tajaccountants.co.uk |
| Contact number: | Tel: 020 3355 4947 |
Agreement for Accountancy Services — Uber Driver (Sole Trader)
Dear [Mr/Mrs/Ms/Miss Surname],
The purpose of this letter is to set out the basis on which we are to act as accountants for you as a sole trader Uber driver, and to clarify the responsibilities of all parties.
Thank you for choosing Taj Accountants to assist in managing your affairs across accountancy and taxation matters. The effective date of this agreement is —.
The services to be provided to you are set out in the packages below:
| Under £15,000 | £34 +VAT per month |
| £15,001 – £30,000 | £44 +VAT per month |
| £30,001 – £50,000 | £74 +VAT per month |
| £50,001 – £90,000 | £94 +VAT per month |
| Over £90,001 | Customisable — contact us |
As a sole trader, you are required by law to maintain accurate financial records and ensure that your tax affairs are in order. When preparing, or arranging for the preparation of, your financial records you must:
• Select suitable accounting policies and then apply them consistently;
• Make adjustments and estimates that are reasonable and prudent; and
• Prepare your accounts on the going concern basis unless it is not appropriate to presume that your business will continue.
You are also responsible for:
• Making records of all receipts and payments;
• Making records of invoices issued and received;
• Preparing details (where applicable) of the following at the period end: stock/inventory and work in progress, non-current assets, amounts owing by customers (receivables/debtors), amounts owing to suppliers (payables/creditors), and accruals and prepayments.
Our representation is limited to matters described above. Our duties under this agreement will end when we have sent you and the relevant authorities the completed documents and you have confirmed the accuracy or informed us otherwise. Afterwards, our representation will cease for the previous period, and we will owe you no duty to update your plan or to notify you of law changes which may affect you.
Once agreed, this letter will remain effective until the completion of the described work, until it is replaced. We shall be grateful if you could confirm your agreement to these terms by signing and returning the enclosed copy of this letter, or let us know if they are not in accordance with your understanding of your terms of engagement.
The agreed monthly fee is as set out in the package selected above. Fees are payable monthly via direct debit. Annual self-assessment fees of £100 +VAT are payable upon engagement for that service. Fees will be reviewed annually. Please note that if said fees are not paid by the due dates given by the firm, the associated fees are to be paid in full upon completion of services. Additional fees will be charged if any work is undertaken relating to overdue work for earlier periods or for any additional tasks not specified above.
As you may be aware, internet communications are capable of data corruption, interference and interception and, therefore, we do not accept any responsibility for changes made to such communications after their dispatch. It may therefore be inappropriate to rely on advice contained in an email without obtaining written confirmation of it. We do not accept responsibility for any errors or problems that may arise through the use of internet communication and all risks connected with sending commercially sensitive information relating to your business are borne by you. If you do not accept this risk, you should notify us in writing that email is not an acceptable means of communication.
As with other professional services firms, we are required to identify our clients for the purposes of the UK anti-money laundering legislation. We may request from you, and retain, such information and documentation as we require for those purposes and/or make searches of appropriate databases. If we are not able to obtain satisfactory evidence of your identity, we will not be able to proceed with the engagement. The provision of our services is a business in the regulated sector under the Proceeds of Crime Act 2002 and, as such, partners and staff have to comply with this legislation which includes provisions that may require us to make a money laundering disclosure in relation to information we obtain as part of our normal work.
Either of us can terminate this relationship at any time for any reasonable reason by giving one month’s written notice to the other party. We will work towards completing any outstanding work before the completion of the termination notice period. You will be liable to pay any unpaid fee in order to receive our professional no obligation letter and we will also be liable to pay back any additional payment you made during our service period.
This engagement will be continued for future years unless otherwise any changes happen to our services or provisions stated above, and contents of the contract will remain unchanged. We will assume your agreement to this unless we receive any formal communication from your part.
We look forward to working with you on this matter. If you agree to the terms of this letter, please sign one copy and return it to us so that we can start our work as soon as possible.
Yours sincerely,
Mohamed Lebbe ACMA, CGMA
Signature: 
Date: —
Accountant
Grosvenor Accountants Ltd
I agree with the contents of this agreement.
[Your Name]
Signature: ………………………
(Trading name, if applicable)
I agree with the contents of this agreement.