Standard System and Procedure (SSAP)

Introduction

• The Approach to this and all Articles is consistent with our Standard System and Procedure.
• There are two types of procedures:
  • Standard System and Procedure (Applies to all external parties).
  • Standard Operating Procedure (Applies to all internal team).
• The purpose of the above is that every SSAP has a corresponding SOP and vice-versa.
• Therefore, if any of the above is not followed, by anyone, the work becomes more costly and results in bespoke work, chargeable at different rates.
• Hence, it is imperative for everyone to be aware of and apply vigilantly to the SSAP and SOP.
• Where these procedures are consistently not adhered to, then you will be made aware of this and a dialogue will take place.
• This article lists the External Standard System and Procedures (SSAP) applicable to Clients.

The SSAP’s

• Standard Engagement Terms
• General Rules of Engagement
• Basis of Engagement
• Communication Technology Protocol
• Privacy and Protocol Policy
• Disengagement Process
• Change of Agents
• Know Your Client
• Communication SSAP
  • Telephone Helpline
  • Telegram
  • SMS
  • Online Meeting
• Meetings
• Dropbox
• Guest Client
• Bank Transactions
• Google Reviews

Timings of Workflow

• As all work undetaken by Avar on your or your company’s behalf is always time sensitive, it is imperative that information and communication is addressed and provided without delays.
• Avar reserve the right to send reminders to clients but with no obligation to do so.
• Limited Companies and Sole Traders:
  • All accounting information must be kept up to date on a monthly basis, with the transaction boomerang and supporting documents uploaded to Dropbox within two weeks of the end of the month.
  • This becomes even more critical for VAT Registered clients.
• Self-Assessment Tax Returns:
  • All personal tax information must be kept up to date on a quarterly basis, as a minimum requirement.
  • In order to enable Avar to plan ahead, information must be fully complete in its entirety before 31 March, with the exception of P60s and information prepared by Avar.
  • Information provided after 30 November will result in increased costs for preparing and filing the SATR, with rates increasing exponentially as the 31 January deadline approaches.