Terms and Conditions
Last updated: January 2026
These Terms and Conditions apply to all services provided by Atreus Accountants Ltd (company no. 05515905) (“we”, “us”, “our”) to clients (“you”, “your”). By engaging us, you agree to be bound by these Terms.
1. Agreement
1.0.1. You are appointing Atreus Accountants Ltd as your accountants only in relation to the services you have selected and instructed us to provide and, where authorised, to represent you in dealings with HMRC and other relevant authorities in connection with those services. Each accounting period and tax year is treated as a separate engagement unless expressly agreed otherwise in writing.
This agreement can only be amended or modified by written agreement signed by both parties.
2. Confidentiality
2.0.1. We take the confidentiality of our clients’ information very seriously. All accounts, statements and reports prepared by us are for your exclusive use within your business or to meet specific statutory responsibilities. They will not be disclosed to any third party without your prior consent, unless required by law or regulation.
2.0.2. You may appoint another person to communicate with us on your behalf (for example, a spouse). Written consent will be required.
2.0.3. For the purposes of the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018, the Data Controller is Atreus Accountants Ltd. Further details are set out in our Privacy Policy.
3. Agreement of Terms and Cancellation
3.0.1. This agreement becomes effective on receipt of your completed registration form. Either party may terminate our authority to act at any time by giving written notice. Where cancellation occurs before the first month’s payment, a £30 administration fee will apply. No monthly payments are refundable or transferable, regardless of whether services have been used or work completed. Fees relate to the availability of the service, not solely to completed outputs.
3.0.2. These Terms may change from time to time. It is your responsibility to review them periodically.
3.0.3. Where an indemnity claim is made against direct debit payments due, the outstanding amount plus a £30 administration charge will become immediately payable.
4. Payments
4.0.1. Monthly invoices will be issued for your current financial year and collected by direct debit. Where you join part-way through a financial year, fees will be apportioned over the remaining months.
4.0.2. If outstanding work exists for previous periods, we will contact you to confirm whether you wish us to quote separately for that work.
4.0.3. Fees may be increased periodically to reflect inflation or increased costs. We will give at least 14 days’ notice of any increase.
4.0.4. Fees are based on the information you provide. If your circumstances change, fees may be adjusted accordingly.
4.0.5. Where direct debit is unavailable, payments may be collected by debit/credit card via our payment provider.
5. Late Payments
5.0.1. Outstanding balances overdue by more than 90 days may be charged interest at 8% above the Bank of England base rate.
5.0.2. Responsibility for unpaid fees rests with the business owners (sole traders/partnerships) or the director who signed the registration form (limited companies).
6. Authorisation and AML
6.0.1. We will request HMRC authorisation codes where required. Prompt forwarding of such codes is your responsibility.
6.0.1A. HMRC authorisation does not constitute an instruction to prepare or submit returns. Work commences only upon explicit instruction and receipt of required information.
6.0.2. We are required to carry out identity checks under UK anti-money laundering legislation. We may cease acting if satisfactory information is not provided.
6.0.3. We may share personal data with HMRC, Companies House, our professional body (AAT), or other authorities as required by law.
7. Correspondence
7.0.1. We may record telephone or video calls for training, monitoring, and accurate record-keeping. By engaging us, you consent to such recording unless you notify us in writing.
8. Referral Fees
8.0.1. We may receive referral fees from third parties introduced to you. You agree that we may retain such fees.
9. Offers
9.0.1. Introductory offers apply only where you remain an ongoing client. If services are cancelled within 12 months, the full non-discounted fee becomes payable.
10. Your Responsibilities
10.0.1. You must provide complete, accurate, and timely records and approve accounts and returns before submission.
10.0.2. You are responsible for ensuring the accuracy of information supplied and compliance with applicable laws.
11. Our Responsibilities
11.0.1. We will prepare accounts and returns based on information supplied by you.
11.0.2. Liability for errors is limited to the fee charged for the relevant work.
11.0.3. We do not guarantee statutory deadlines where information or approval is provided late or incomplete.
12. VAT
All fees exclude VAT unless stated otherwise. Our VAT registration number is 317 723 602.
13. Accounts and Returns
13.0.1. Prior-year work does not create an obligation for future years without renewed instruction.
13.0.2. Self Assessment information must be provided by 31 October following the end of the tax year to guarantee on-time filing. Work received later is undertaken at our discretion with no guarantee.
14. Data Protection
We process personal data in accordance with UK GDPR and the Data Protection Act 2018. Full details are contained in our Privacy Policy.
15. Complaints
Complaints must be made in writing. We will investigate promptly and aim to resolve matters amicably.
16. Respect at Work
We reserve the right to cease acting where clients behave in a rude, aggressive, or abusive manner.
17. Governing Law
These Terms are governed by the laws of England and Wales, and the courts of England and Wales have exclusive jurisdiction.
Atreus Accountants Ltd