Going forward we will be sending you a simpler checklist with the essentials. If we require anything else we will call you when completing your accounts.
The most important thing is to sign the terms of engagement we send you which allows us to compile your accounts. The institute that governs chartered accounting firms requires us to have these signed each year, hence why we are always so pedantic about having the front of the ‘old questionnaire’ signed. These terms also allow us to contact the likes of the bank or other suppliers on your behalf without having to bother you when you are busy.