Accuma annual review

[poppy]

Hi, does anyone know what Accuma require for the review?

If your expenditure has gone up will receipts be required?

Thank you.

[MelanieGiles]

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%.

[animaleyes76]

I was asked for 12 months payslips and bank statements and and new I&E form.
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[Julie]

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

[Totalgav]

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

[TheMatrix]

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.