How to Switch Accountants in the UK Without Missing Deadlines
A practical handover checklist for changing accountants, including professional clearance, records, software access, deadlines, and open HMRC work.
Last reviewed: 23 June 2026
Check your deadlines first
Before moving, list open deadlines for accounts, Corporation Tax, Self Assessment, VAT, payroll, confirmation statements, and Companies House filings. Switching during a deadline week is possible, but riskier.
Expect professional clearance
Your new accountant will usually write to the previous accountant for professional clearance and handover information. This can include accounts, tax computations, tax references, software access, and details of any unresolved matters.
Move software and authority cleanly
Confirm who controls Xero, QuickBooks, FreeAgent, payroll software, Companies House authentication codes, HMRC agent authorisation, and bank feed access. Poor access handover is the most common switching friction.