Onboarding

This schedule sets out the scope of services we will provide.

The purpose of this schedule is to clearly define what is and is not included in the scope of our work.

This schedule should be read in conjunction with our engagement letter and our standard terms of business.

As part of our agreed services, we will:

• Collect identification and anti-money laundering (AML) documentation for the partnership and its partners to enable us to complete our necessary checks
• Request information from your previous tax adviser (if applicable)
• Register as your agent with HMRC for Partnership Tax and Self-Assessment where required
• Request copies of previous tax returns and related documentation (where relevant)
• Set up secure channels for sharing information and documents
• Review the partnership's online HMRC account for accuracy and completeness

Please note: this list is not exhaustive. Any work not specifically listed under "Included work" is deemed outside the scope of this engagement unless we have expressly agreed otherwise in writing.

Where additional work is required, we will advise you of the scope, our proposed fee, and obtain your agreement before proceeding.

The following work is outside the scope of this service unless separately agreed in writing:

• Preparation or submission of Partnership Tax Returns or individual partners' Self-Assessment returns
• Tax advice, planning, or projections
• Amendment or correction of previous tax returns
• Registration of the partnership or its partners with HMRC for any tax purpose
• Advice or support in relation to unresolved HMRC disputes or investigations

Please note: this list is not exhaustive. Any work not specifically listed under "Included work" is deemed outside the scope of this engagement unless we have expressly agreed otherwise in writing.

Where additional work is required, we will advise you of the scope, our proposed fee, and obtain your agreement before proceeding.

You agree to:

• Provide accurate and timely information and ID for all partners to enable our compliance checks
• Inform your previous adviser (if applicable) of your decision to switch
• Grant authorisation for us to act as your agent with HMRC on behalf of the partnership
• Disclose any relevant information required to review the partnership's tax position
• Review and set up a Direct Debit mandate

We agree to:

• Handle your onboarding professionally and efficiently
• Maintain strict confidentiality and secure handling of your information
• Advise you of any gaps or concerns we identify in the partnership's existing tax records
• Confirm when your onboarding is complete and your records are fully set up