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 to enable us to complete our necessary checks
• Request information from your previous tax adviser (if applicable)
• Register as your agent with HMRC for Self-Assessment
• Request copies of previous tax returns and related documentation (where relevant)
• Set up secure channels for sharing information and documents
• Review your 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 your tax return
• Tax advice, planning, or projections
• Amendment or correction of previous tax returns
• 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 personal information and ID for compliance checks
• Inform your previous adviser (if applicable) of your decision to switch
• Grant authorisation for us to act as your agent with HMRC
• Disclose any relevant information required to review your tax position
• Review and set-up 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 your existing tax records
• Confirm when your onboarding is complete and your records are fully set up