UK PRACTICES / ACCOUNTS PREPARATION FOR PRACTICES
Outsourced Accounts Preparation for UK Accountancy Practices
Add year-end capacity without handing over the client relationship. TaxSpex prepares draft year-end accounts and supporting working papers from the records and trial balances your practice provides, delivered from Pakistan and returned to your team for review. Your practice keeps client ownership, final review, approval and filing. The engagement sets out which files and tasks are allocated to TaxSpex and which stay with your firm.
What TaxSpex can prepare for your practice
Work is allocated file by file or as an agreed batch. It can include:
- Draft year-end accounts from your client's records or trial balance
- Supporting working papers and lead schedules for the balances you specify
- Bookkeeping and reconciliation schedules needed to bring the records to trial balance
- Corporation Tax computations and CT600 drafts for your review
- A schedule of review points and queries for your team to resolve
We confirm the entities, accounting periods, condition of the records and the deliverables for each file or batch before work begins. Audit and assurance work are outside scope.
What your practice keeps
Preparation support does not transfer your professional obligations. Your firm retains client ownership, final review, approval and filing unless a different lawful arrangement is expressly agreed.
- The client relationship and your engagement letter with the client
- Final review and sign-off of each file
- Director approval of the accounts
- Filing with Companies House and HMRC
Queries are raised with your team, so you decide what goes to your client and how it is put. The engagement sets out whether TaxSpex has any direct contact with your clients.
Directors also remain legally responsible for their company's records and accounts, even where an accountant manages them day to day. Your practice obtains director approval of the accounts in the usual way.
Working in your systems and templates
The work is shaped around your working papers, systems and review process. Tell us which accounts production and bookkeeping software you use, the templates and checklists your reviewers expect, and how you want files and review points returned.
TaxSpex works with Xero, QuickBooks and Zoho Books. If your practice uses other accounts production or tax software, tell us at the outset so we can confirm whether and how the work can be done in it.
No access to client systems is assumed. Software access, permitted users and how records are exchanged are agreed in the contract, together with the review standards and escalation routes your practice expects.
Agree the delivery arrangements first
Before any client data is shared, confirm the contracting entities, staff locations, permitted access, confidentiality, processor terms, subprocessors, retention and any required international transfer safeguards. Work is delivered from Pakistan, which is outside the UK, so the transfer arrangements are settled as part of the engagement.
Service levels, review standards, software access and escalation routes belong in the contract. They are engagement-specific, so we agree them with your practice rather than publishing standard terms.
Start with a first batch
If you want to see how the work fits your review process before allocating more files, you can start with a small initial batch. The number of files, the timetable and how the batch is assessed are agreed for the engagement.
A first batch gives your reviewers a chance to check the format of the working papers, the way queries are raised and how the files fit your review checklist before the arrangement is extended.
Who this service is for
This page is for UK accountancy practices: partners, managers and practice owners who need extra preparation capacity for year-end accounts. It may suit a firm with recurring year-end work, a backlog of files, or peaks around common year ends. If you run a business and need your own accounts prepared, see our annual accounts service for businesses instead.
How the work proceeds
Last reviewed: 5 November 2026
QUESTIONS
Frequently asked questions
The agreed work can include draft year-end accounts from your client's records or trial balance, supporting working papers, reconciliation schedules, Corporation Tax computations and CT600 drafts, and a schedule of queries. We confirm the deliverables for each file or batch before work begins.
Your practice. Your firm keeps final review and approval, the directors approve the accounts in the usual way, and your practice handles filing unless a different lawful arrangement is expressly agreed.
TaxSpex works with Xero, QuickBooks and Zoho Books, and the work is shaped around your working papers and review process. If you use other accounts production software, tell us at the outset so we can confirm whether and how the work can be done in it.
The work is delivered from Pakistan. Before client data is shared, the contracting entities, staff locations, permitted access, confidentiality, processor terms and any required international transfer safeguards are agreed with your practice.
They depend on the number and complexity of files, the condition of the records and how quickly queries are resolved. Timetables and service levels are set out in the contract for your engagement, and fees are quoted in GBP.
YOUR NEXT STEP
Discuss accounts preparation support
Tell us how many files you want to allocate, the entity types, year ends and software involved. We will agree the work allocated, delivery arrangements, review process and fees before any client data is shared.
Discuss accounts preparation support