My accountant a one man band is away so not able to call him.
I have been self employed but also drawing a pension for the first time since last August. I am just writing to my accountant with various bits of info he has asked me to send including the usual savings interest figures.
But on the pension, from an old company, will I need to wait for the P60, from the company, to send him or will the gross figure I state in my letter be sufficient?
Thanks for any help you can give me.
Ken
I never send my accountant any supporting paperwork. I just tell him in a letter the relevant figures but keep the papers in a file. We both know that if I give him the wrong figures it's my neck on the line. The best thing is to wait for the P60 and give him the figure, then there's no chance of being wrong.
BTW, I have a letter on my computer that I send every year with the figures updated. Then you don't forget anything and the accountant does not need to remind you.
Rob Graham
Thanks for that Rob. I am usually well organised and my monthly pension pay slip has the totals to date so hard to get wrong. I guess I am being impatient - too much time on my hands :-)
Ken
Does not your last pay slip contain all the information that will be on the p60?
R
Does not your last pay slip contain all the information that will be on the p60?
Yep sure does but not sure, if like other aspects of my acccounting, I need to show my accountnat specifc documents but thanks for the thought.
Ken
You need to send the P60 because that has the address of the company and the tax reference.
Can't you scan the documents or fax them?
Thanks for your help. I should really wait to speak with him but he is away until week on Monday. I will send what I have and this (P60) can follow rather than delay everything .
Ken
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