Client Disengagement Form

If you need any assistance please contact us on 020 3355 4047

Client disengagement

Your details

Please select your business type:

Work which needs completing

In order to close down your account we need to know which services you want us to complete work for before you leave. Please only select Yes for services you want us to complete work for.

When you select Yes a drop down will appear, you then need to enter the date of the last period you require us to complete work for. For example, if your financial year end is 30th April 2026 you would put this date to inform us to complete the 2025-26 period for you.

Please select No if you don’t require anything further from us for that service, or if you never used that service. For example, if you were previously using our bookkeeping service but not do not require any further work from us then you would select No.

Accounts

Accounts and tax return:

Additional services

VAT returns:
Payroll (including auto enrolment if applicable):
CIS returns:
Director's Self Assessment:

Final information

We would be extremely grateful for any feedback you can provide us, as we are constantly working on ways we can improve our service. Any comments you can give would be much appreciated.

Are you moving to another accountant?

For more information about cancelling our services please see our full terms and conditions.

Once we complete your work up to the period ends you have specified we will be in touch to close down your account. We will remove our authority to contact HMRC on your behalf and your Pandle Pro licence (if applicable).

If you have appointed a new advisor they will need to contact us for professional clearance and for information they need to continue your work without interruption.