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FAQ - Appoint an Accountant

How do I appoint an Auditor, Accountant and Tax Agent.

Complete the following forms to request an appointment:

- Personal Tax - Click personal tax

- Sole trader, Partnership or Limited Company  - Click Business Tax

- Assets and investments - Click Investments

What are you required to do:

By completing the forms on this website you are giving us a short email to furnish us, as your new auditor, accountant and tax agent, with a request to act in connection with your financial afairs on your behalf.

So that we can open a file for you will be required to give us a copy of:
- your passport or drivers' licence and
- a utility bill and
- correspondence from the Revenue with your PPS number.

Then, we will require three things:

- If you are leaving an other accoutant for any reason, we will require your consent to write to the him or her order to request the file.

- We will issue an engagement letter for you to approve and return to our office.

- We will write to the Revenue with a request for the transfer of tax agency. In the case of a new registration, you will be requested to complete a TR1 for a sole tradership or TR2 form for a company. This will give us, as your new accountant and tax agent, access to your status with the Revenue via the ROS system.

You will then have established a new business relationship with us.

What do I need to to open a business bank account?

Choose your bank, request an appointment and complete the required application form for:

- Sole trader,

- Partnership or

- Limited Company  - Click Business Tax

What are you required to do:

By completing the forms you wil appoint a banker.

So that the bank can open the file for you will be required, in respect of each individual, partner or director in the business,  to give them a copy of:
- your passport or drivers' licence and
- a utility bill and
- specimen signatures.

In respect of the business, the will need the following

- sole trader - certificate of business name

- partnership - certificate of business name

- limited company - certificate of incorporation, memorandum and articles of association.

- If you are leaving another banker for any reason, they will assist with the transfer arrangements for the orderly transfer of direct debits etc.

You will have established a new business banking relationship.




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Testimonials

"I run my own business and after years of struggling with a demanding home life and a hectic work schedule I reached a situation whereby I was functioning poorly with both. I’d missed a couple of VAT payments and had intended to catch up at the end of the year. I missed my own deadlines and tried again to catch-up in the following year. Business became a stressful job of ‘fire-fighting’ each day’s demands, eventually pushing the issue of outstanding taxes out of my mind as much as possible, in order to concentrate on work.

That said, you always know in the back of your mind that these things don’t just go away and that it was just a matter of time before ‘they’ catch up with you. 

After a few years of letting my compliance payments slide altogether, the Revenue made contact with me and gave me an estimate of all PAYE, VAT and tax owed over the years – which ran to over 6 figures- and they wanted the money immediately. I knew I was in big trouble and looked in the Golden pages for an accountant who could help me. The name www.fixmytax.com jumped out of the page and I made contact. I was immediately reassured that they could help me. I was asked for “every bit of paper” concerning the office and all old Revenue correspondence.

The first thing fixmytax.com was to do was make contact with the Revenue on my behalf and assure them that they were handling the situation and that the liabilities were being established, even though it would take time. That took the immediate ‘knock-at-the-door’ shock and worry out of the situation. The coming weeks were spent only dealing with fixmytax, (not the Revenue) answering the odd question by phone and filling in more information for the accountant. Even though this was routine information, I was quite reassured by the fact that they were working on the whole Revenue mess and actually sorting through it for me. This took the panic and stress out of the situation and enabled me to concentrate on work. After a few weeks, accounts and figures had been prepared, which I went over with the accountant.

The accountant had dealt with the Revenue directly on my behalf and he saved over 60% off the original tax bill.

Throughout the process, the fixmytax accountant was hugely supportive to me, dealt directly with the Revenue, reduced the original tax bill considerably and most importantly, had taken the fear out of the situation and given me peace of mind knowing that good progress was being made with the Revenue, rather than hiding from it all.

The cost? Approximately 7% of the money SAVED on the original tax bill!

My Revenue mess caused me huge amounts of anxiety all the time I did nothing to resolve it. In dealing with fixmytax, they took control of the situation and proceeded to do what had to be done. I would not hesitate to recommend them to anyone worried about any aspect of taxation and financial planning for a business.

I now have a good relationship with the Revenue, fixmytax looks after not only the basics of compliance, but also the financial planning and regularly reviews the performance of the business. My business is now stronger and more focussed that ever before simply because of the level of ongoing collaboration and support that I have with fixmytax. They are the proverbial “good accountant” that every business needs.

My most valuable lesson in dealing with fixmytax is that it is far more productive and far less stressful to get a good supportive accountant to do what they do best, leaving me free to do business. Thanks, Patrick!

Satisfied Client, name and address with firm. 

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