14:39 PM, 4th May 2016, About 6 years ago 40
A client, who I manage a property for, has requested a copy of my contractors direct invoices to me for her accountant.
I advised her the statements I provide are sufficient for her accountant and for tax purposes as they detail the cost she has been charged for the repairs. They are given from my limited company and have the registered company number on them.
My contractors invoices are addressed to me, are for my business purposes and are of no relevance to her whatsoever. What if I had done the work myself and there was no third party invoice?
In the past I have been burned with clients contacting my contractors directly and self managing going forward, benefiting from the relationship I had built up with the contractor. I cannot blame the contractor, as the client who approached them offered to pay more than my negotiated rates with them as they were saving on the management fee! I only found out as he accidentally invoiced me for a job!
I have now found new contractors and work closely with them and sure it would not be a problem going forward, but I feel strong armed into providing my invoices by using the excuse “my accountant needs them”.
Can I refuse? How far can I stand my ground? Surely documents relating to my business can be kept confidential?
Please Log-In OR Become a member to reply to comments or subscribe to new comment notifications.
Advice and implementation provided by a practising Barrister-At-Law with £10,000,000 of Professional Indemnity InsuranceBook Now
Previous ArticleCan I file an N5b with an unprotected deposit?
Next ArticlePermit the tenant to sub let or break the contract?
|“Account”||means an account required to access and/or use certain areas and features of Our Site;|
|“Cookie”||means a small text file placed on your computer or device by Our Site when you visit certain parts of Our Site and/or when you use certain features of Our Site. Details of the Cookies used by Our Site are set out in section 13, below;|
|“Cookie Law”||means the relevant parts of the Privacy and Electronic Communications (EC Directive) Regulations 2003;|
|“personal data”||means any and all data that relates to an identifiable person who can be directly or indirectly identified from that data. In this case, it means personal data that you give to Us via Our Site. This definition shall, where applicable, incorporate the definitions provided in the EU Regulation 2016/679 – the General Data Protection Regulation (“GDPR”); and|
|“We/Us/Our”||Means Property118 Ltd , a limited company registered in England under company number 10295964, whose registered address is 1st Floor, Woburn House, 84 St Benedicts Street, Norwich, NR2 4AB.|
|Name of Cookie||Purpose||Strictly Necessary|
|JSESSIONID||Used only to collect performance data, with any identifiable data obfuscated||No|
|__cfduid||This cookie is strictly necessary for Cloudflare's security features and cannot be turned off.||Yes|
|Name of Cookie||First / Third Party||Provider||Purpose|
|__utma, __utmb, __utmc, __utmt, __utmz||First||Helps to understand how their visitors engage with our website|
|_fbp||First||Helps to understand how their visitors engage with our website|