Thinking about changing accountant in the UK?
You are not alone. Many business owners consider switching when something just does not feel right.
Here are the five most common reasons people leave their accountant:
- Slow responses or poor communication
- Missed deadlines or last-minute filings
- No proactive tax planning
- Fees that feel high for the service provided
- Business growth that outpaces the accountant’s expertise
Your accountant should help you move forward, not just file paperwork. The good news is that switching accountants is usually straightforward and far less stressful than people expect.
Step 1: Inform Your Current Accountant
The first step is simply to let your current accountant know you are moving. This can be done by email. It does not need to be long or detailed. Keep it polite and professional.
If you have been paying your accounting fees in advance, you should be able to get a refund.
Step 2: Appoint Your New Accountant
Once you appoint your new accountant, they take over the technical side of the switch.
They will:
- Issue an engagement letter
- Request professional clearance from your old accountant (this is just a formal process)
- Arrange the transfer of your accounting records
Importantly, the transfer of records happens directly between the two accountants. You do not need to manage documents yourself in most cases.
This typically includes:
- Previous accounts and tax returns
- Trial balances and bookkeeping data
- VAT and payroll information
- Company secretarial records
Your previous accountant cannot prevent you from switching.
Step 3: HMRC Authorisation
Your new accountant will obtain digital authorisation to act on your behalf with HMRC.
This allows them to handle:
- Corporation Tax
- VAT
- PAYE
- Self-Assessment
Once authorised, they deal directly with HMRC going forward.
Can You Change Accountant Mid-Year?
Yes, absolutely.
You can switch:
- Mid financial year
- Before or after year end
- Before a VAT quarter
There is no requirement to wait for a specific date.
Switching to MITLEV Accountants
At MITLEV Accountants, we regularly help UK limited companies and SMEs change accountants smoothly and confidently.
We manage the clearance process, liaise directly with your previous accountant, obtain HMRC authorisation, and ensure everything transitions properly.
More importantly, we use the move as an opportunity to review your structure, tax position, and future plans.
If you are thinking about changing accountant in the UK, we are happy to have a friendly, confidential conversation.
Switching is easier than you think. The right advice can make a real difference.
