Accountants' reports

August 2017

When to submit an accountant's report

Email us to tell us the date your firm first began to hold client money. We will set up an initial12-month accounting period, starting on that date.

If you need to change the end date of your accounting period, please email us.

You must obtain an accountant's report within six months of your period end date. You only need to send the report to us if it is qualified or if it is a 'cease to hold' report.

Complete the AR1 form and read guidance