New year, new accountant? Making a fresh start is easy with Sysum Howard Duggan.
If you’ve been thinking about a change, it will be more straightforward than you may expect. Here’s what our friendly and experienced team will do:
- Liaise directly with your existing accountant
- Request all the information we require on your behalf
- Ensure a smooth handover with no disruption to your business
- Keep everything compliant and on track
Rest assured you won’t be stuck chasing paperwork or navigating the process alone.
Still wavering? You may think accountants are all much the same, but there can be big differences in expertise, service and pricing. Some are great with small businesses, others aren’t.
Common reasons for making the switch include:
- Poor communication
- Rising fees
- Not being proactive with tax saving advice
- Lack of support with Making Tax Digital
- Your business has changed and you need more specialised help
If you feel your accountant isn’t delivering what you need, it’s time to move on. You can change at any time, including mid-tax year or while your self-assessment return is being prepared. You don’t have to wait for a year end or HMRC deadline.
Once you’ve chosen a new accountant, they’ll need some basic documents to get started. These typically include:
- Your UTR (Unique Taxpayer Reference)
- Your National Insurance number
- Your previous accounts and tax returns
- Copies of invoices and expenses
- Access to any accounting software you use
They’ll also ask you to authorise them as your agent with HMRC so they can handle tax submissions on your behalf.
Your new accountant will usually write to your old one to request what’s called ‘professional clearance’. This is a standard part of the process and includes handing over:
- Previous self-assessment returns
- Details of any ongoing tax matters
- Trial balances or accounting records
As a courtesy, remember to settle any outstanding invoices with your former accountant and check your current contract or engagement letter. Are there notice periods or termination fees?
You must also ask yourself:
- Have I received everything I’ve paid for?
- Do I have copies of my tax returns?
- Do I need access to old software or bank feeds?
Don’t leave it until your new accountant starts asking for documents, download what you can now.
If your old accountant was listed as your agent with HMRC, they may need to de-authorise themselves. Your new accountant will usually re-register as part of their onboarding process. You don’t need to notify HMRC directly, but make sure any change is confirmed before your next return is due.
To make the switch to Sysum Howard Duggan in 2026, call us on 01905 622202 or email support@shdco.co.uk