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Standard Terms of Business and Engagement Schedules

Below you will find the firm's standard terms of business and all other engagement schedules. The schedules have been standardised for all our services. Where it is necessary to tailor the schedules to the specific services being provided to you, those will be detailed the 'Provision of Professional Services' letter. All these schedules are applicable to both the Partnership Plummer Parsons and Plummer Parsons Accountants Limited.

1 Our standard terms of business

2 Audit services

3 Independent examination and other assurance services

4 Accountant's report services

5 Accounting services

6 Taxation services

7 Other services

8 Specialist reporting services

9 Payroll bureau services

01.01 Standard terms of business

01.02 Limitation of liability

01.03 Regulation information and cloud supplier details

01.04 Privacy notice clients

01.05 Privacy notice non-clients

02.01 Limited company, Community Interest company and Unlimited company

02.03 Charitable company audited under the Companies Act 2006

02.04 Small charitable company audited under the Charities Act 2011

02.05 Unincorporated charity/CIO: accruals accounts

02.06 Unincorporated charity/CIO: receipts payments accounts

02.08 Friendly Society

02.09 Co-operative or Community Benefit Society

02.10 Housing Association

02.11 Pension scheme

02.12 Pension scheme: earmarked � contributions only

02.13 Pension scheme: Small Scheme

03.01 Limited company: assurance engagement

03.02 Charitable company: independent examination

03.03 Unincorporated charity/CIO: accruals accounts � independent examination

03.04 Unincorporated charity/CIO: receipts payments accounts � independent examination

03.05 Friendly Society: reporting accountant's report

03.06 Co-operative or Community Benefit Society: reporting accountant's report

03.07 Housing Association reporting accountants

04.01 Limited company (suitable for use for Community Interest Company)

04.02 Dormant company

04.03 Limited subsidiary company (suitable for use for Community Interest Company)

04.05 Charitable company

04.06 Unincorporated charity/CIO

04.07 Friendly Society

04.08 Co-operative or Community Benefit Society

04.09 Housing Association

04.10 Pension scheme

04.11 Other (for all other entities requiring an accountant�s report, e.g. sole trader, partnerships, trusts)

05.01 Production of annual financial statements only

05.02 Cash flows/profit forecasts

05.03 Management accounts

05.04 Bookkeeping services

05.05 Cloud-based accounting services

05.07 Transition to a new accounting basis

05.10 Production of cash basis annual accounts

06.01 Corporation tax, including preparation/filing of iXBRL accounts

06.02 Preparation of iXBRL tagged accounts only

06.03 Review of iXBRL tagged accounts only

06.04 Self-assessment (Partnerships and LLPs)

06.05 Benefits-in-kind (P11D) returns

06.06 Subcontractors Construction Industry Scheme (CIS) client operated for online submission by firm

06.07 Subcontractors Construction Industry Scheme (CIS) firm operated

06.09 Personal tax (individual, sole trader & couples)

06.10 Personal Tax Credits

06.11 Trust tax

06.12 Direct taxation charities pension schemes

06.13 Annual Tax on Enveloped Dwellings (ATED)

06.14 Taxation of Community Amateur Sports Club (CASC)

06.20 Specialist or ad hoc tax advisory services

07.02 Secretarial services for companies/LLPs

07.03 Secretarial services for charities

07.04 Secretarial services for societies

07.51 Access to accounting software via the cloud

07.52 Provision of client portal service via the cloud

08.01 FCA Regulated entity

08.02 Estate Agents

08.03 Solicitors – Reports under the SRA Accounts Rules 2019

08.04 Appointment as Trustee

08.05 Insurance Brokers/Intermediaries Reports under CASS 5

08.06 Service charge accounts: agreed upon procedures

08.07 Service charge accounts: Section 21 report

08.08 Assisting with management buyout (MBO)

08.09 Share valuations

08.10 Assisting with acquisition of company

08.12 Provision of non-regulated probate and administration services by unlicensed firm

08.13 Licensed conveyancers

08.51 CAA standard ARA-ATOL terms of engagement

09.02 Pension scheme one-off auto enrolment services