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Post Info TOPIC: Clients paper work
NA_AA


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Clients paper work
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What is best practice:-

 

Should the clients paperwork be returned to them after the book-keeping has been completed? or should you be keeping hold of the paperwork



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Thanks, Nadia.
kjmcculloch83


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I think this is a horses for courses question (what questions are not?). Personally I can't wait to process clients information and get their paperwork back to them. My office isn't huge and I don't want to be responsible if I had a fire and lost it all etc.

I suppose it depends on how you work and who your clients are.

Kris

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Don Tax


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I'd say it has a lot to do with who will be preparing accounts and taxation returns using this paperwork. Another consideration would be if the client wants to pay you for storage.

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