Accounts preparation
Preparation of accounts and year-end supporting schedules, including agreed working papers and reconciliations to support the client's reporting requirements and the auditor's enquiries.
ElanTax provides accounts and tax support for clients referred by UK audit partners and managers, from a defined assignment to an ongoing accounting relationship.
When your firm cannot undertake work because of independence requirements, or chooses not to because of capacity, engagement size or service scope, we can discuss whether ElanTax is the right firm to introduce.
A client may need accounts preparation, tax compliance or help putting accounting records in order while your firm remains responsible for the audit.
In some circumstances, undertaking that work could create a self-review threat or other independence concerns. In others, the assignment may sit outside your firm's capacity, preferred engagement size or service offering.
Our role is to undertake the agreed accounts and tax work, with clear responsibilities and a practical handover—not to act as your firm's white-label back office.
A defined assignment. We undertake a specific piece of work, such as accounts preparation or a tax return, while the referring firm remains the auditor.
An ongoing introduction. We discuss an ongoing accounts and tax relationship with the introduced business. Any continuing audit engagement remains separate.
In either case, the engagement terms and the parties' responsibilities are agreed before work begins.
Refer a specific requirement or introduce a business needing ongoing support. We confirm the scope, information required and achievable deadlines before accepting the work.
Preparation of accounts and year-end supporting schedules, including agreed working papers and reconciliations to support the client's reporting requirements and the auditor's enquiries.
Review and correction of accounting records, bank and control-account reconciliations, and investigation of unexplained balances before the audit. Proposed adjustments are agreed with the client.
Corporation Tax computations and returns, with supporting schedules and queries on the information needed. Review, client approval and submission responsibilities are set out in the engagement.
Personal tax support for directors and shareholders, including Self Assessment returns and relevant income information. Each individual's requirements and engagement are considered separately.
VAT returns, payroll and management accounts under an agreed scope, helping clients maintain routine records, meet reporting requirements and understand their financial position.
An accounts and tax relationship for smaller businesses outside the audit firm's target market, with services agreed around the business's records, reporting needs and deadlines.
A professional referral depends on clear expectations and dependable communication. We agree how the assignment will be handled and who should receive updates.
ElanTax will respect the referring firm's client relationship and will not make unsolicited approaches for additional services.
For a broader overview of our accounting work, see our non-audit accountancy services.
Tell us which service is needed, the expected deadline and whether you have a defined assignment or an ongoing introduction in mind.
Please do not include client-identifying, confidential or sensitive information at this initial stage. Do not provide client names, tax references, financial records or attachments.
Following an initial discussion, we will agree the appropriate next steps for acceptance checks, client authorisation and secure information exchange.
For other enquiries, visit our contact page.
Contact ElanTax to discuss the service required and your deadline. Please share only a general outline at this stage, without client-identifying or sensitive information.
