Wenzo guidesWhat do I need from my previous accountant?
Ask for these so your new accountant has complete opening balances:
- your previous signed accounts
- your tax return and computations
- your trial balance
- a bookkeeping export
- details of returns already filed
Our records checklist lists everything else to send.
How do I switch accountant?
- Get the documents listed above from your previous accountant.
- Find out which period they have completed and which is still outstanding.
- Ask about professional clearance and any release process.
- Agree who is responsible for each approaching deadline.
- Tell the new preparer about draft accounts, pending submissions and earlier amendments.
- Arrange tax agent authority and Companies House filing authority separately, through the agreed secure process.
Thinking of switching to Wenzo?
Send what you have from your last accountant, even if it’s incomplete, and we’ll prepare your accounts and Company Tax Return. From £199, bookkeeping included, paid when you approve.
Request a free callbackHow do I avoid the same work being done twice?
Wait until both sides know what has already been submitted before sending a second set of accounts for filing.
Should I share my passwords?
No. Agent and filing authority are set up through the agreed secure process, so there is no need to forward personal passwords.
What if my accounts are already prepared?
Submission-only work for accounts already prepared elsewhere needs its own review and quote.
Need help choosing what’s right for you?
Call or WhatsApp us for a free, no-obligation chat. We’ll explain what we need from you and exactly what it costs.
Call 020 7123 9335