Yes. A planned handover can take place during the year. Agree a cutoff date and identify which tasks and lodgements the previous provider has completed before the new provider starts.
What this means in practice
The handover should include access to the accounting file, recent reconciliations, outstanding questions and copies of lodged statements. Check who owns the software subscription and whether any agent authority needs to change. Avoid letting two providers make overlapping changes to the same period without coordination. A short review of opening balances can prevent errors carrying forward.
Your next steps
- Agree a handover date
- Collect reports and lodgement copies
- Confirm software ownership and access
- List outstanding tasks
Get help with the next step
If this relates to your business, tell us about your current records and the task you need help with. We can explain our service scope and the information needed before work starts.
General information prepared on 26 September 2026. Rules and individual circumstances can change. Confirm the treatment that applies to you before acting.
Prepared by the Affordable Bookkeeper content team. Our services and practitioner arrangements.
