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Sole Trader T&Cs

Joining Dolan Accountancy

The points below set out the basis on which we are to act as your Accountant

Our responsibilities to you

One personal tax return. The first personal tax return that we shall be dealing with is for the tax year during which you appoint us as your Accountant
Quarterly VAT Calculations & Expenses review if VAT Registered.
On-going personal tax & accountancy advice throughout the year
Basic dealings with HMRC.
Our address as your Trading Address for the purpose of HMRC.
Use of FreeAgent online bookkeeping
To adhere to the terms of our Service Guarantee**

Your responsibilities to us

Keep your FreeAgent online bookkeeping up to date, to allow us to carry out regular reviews and provide advice.
Scan and email any forms, letters or paperwork you receive from HMRC as soon as you receive them.
Each VAT quarter, provide us with PDF Bank Statements of your Sole Trader bank account. (If VAT Registered).
Once the Tax Year has passed, provide us with PDF Bank Statements of your Sole Trader bank account, showing account closing balances & any other relevant documentation we require to complete your tax return.
To pay our monthly fees via Direct Debit
Once the tax year has ended, please submit your completed self-assessment questionnaire by 31st October, together with any supporting documents required for us to prepare your self-assessment tax return. Please note that questionnaires received after 31st October will incur an additional fee of £50 + VAT. Questionnaires received after 30th November will incur an additional fee of £100 + VAT, and those received after 31st December will incur an additional fee of £150 + VAT.

This agreement will remain effective from the date we receive your completed form. Either party may vary or terminate our authority to act on your behalf at any time without penalty, provided 30 days notice is given. Notice of termination must be given in writing or via email. No monthly payments will be refunded to you at any time and cannot be transferred, regardless of whether you have used our services or not, or if your year-end procedure has been performed or not (excluding refunds relating to our Service Guarantee).

* Please note that we require a minimum of 12 month’s fees to complete your tax return.

** The Service Guarantee does not apply to historic, past, or overdue work.

This agreement and all matters arising under and in relation to the underlying relationship to which it relates are governed by the laws of England & Wales, whose courts shall have sole jurisdiction.

The invalidity or unenforceability of any provisions of this agreement shall not affect the validity or enforceability of any other provision of this agreement, which shall remain in full force and effect.

Dolan Accountancy Ltd may change these terms (including its charges) at any time by giving one month’s written notice.

Subject to the above, this agreement contains the entire understanding between the parties, and may only be changed by written agreement of both parties. Each party acknowledges that it does not enter this agreement relying on any representation or statement not included in this document.

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04/08/2026 10:48 am BST

Sole Trader T&Cs Uploaded by Lauren Sears - george@createdesigns.co.uk IP 81.143.237.55