Posted: Thu Apr 17, 2008 9:05 pm
Hi, does anyone know what Accuma require for the review?
If your expenditure has gone up will receipts be required?
Thank you.
If your expenditure has gone up will receipts be required?
Thank you.
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Posted: Thu Apr 17, 2008 9:26 pm
I do not know exactly what this firm will require, but in my practice we ask for a completed income and expenditure account to be provided together with wage-slips and documentary evidence of any area of expenditure which has increased by more than 10%.
Posted: Fri Apr 18, 2008 9:22 am
I was asked for 12 months payslips and bank statements and and new I&E form.
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)Posted: Fri Apr 18, 2008 9:42 am
Hi,
My hubby just had his first annual review with Accuma - we just filled out I&E form with new outgoings and provided the latest payslip. They did ask initially for 12 months payslips but all the year's info is on your recent one anyway.
Accuma took 2 months to complete the review, which I believe is the legal time scale they have. Our payments for the next year remain the same.
Good luck x
My hubby just had his first annual review with Accuma - we just filled out I&E form with new outgoings and provided the latest payslip. They did ask initially for 12 months payslips but all the year's info is on your recent one anyway.
Accuma took 2 months to complete the review, which I believe is the legal time scale they have. Our payments for the next year remain the same.
Good luck x
Posted: Sat Apr 19, 2008 12:33 am
Hi,
I had my review with Accuma back in December and i had to fill in an I&E form and provide 12 months payslips which was fine - they did unfortunately scare the life out of me and request an extra £105 per month but soon said this was their mistake and ignore it after i had a bit of a word!
I also had 2 really good months for commission last year and , as agreed on the terms, i put in 50% of this but due to the amount (about £2000 each month) they said they wanted more as they classed it as a windfall but i argued my case and said i had done everything requested - they said ok and said i didnt need to put it in!
Apart from that all was ok and i am paying the same out each month this year as last year.
Gavin
I had my review with Accuma back in December and i had to fill in an I&E form and provide 12 months payslips which was fine - they did unfortunately scare the life out of me and request an extra £105 per month but soon said this was their mistake and ignore it after i had a bit of a word!
I also had 2 really good months for commission last year and , as agreed on the terms, i put in 50% of this but due to the amount (about £2000 each month) they said they wanted more as they classed it as a windfall but i argued my case and said i had done everything requested - they said ok and said i didnt need to put it in!
Apart from that all was ok and i am paying the same out each month this year as last year.
Gavin
Posted: Sat Apr 19, 2008 9:45 am
I get asked for the latest P60, last 3 wage slips and I&E updates. Depends on your IP I suppose as to what they need to do the annual report.
Not with Accuma though.
Not with Accuma though.