Switch accountants with your records in order.
We organise the handover with you, review open items and agree who handles the current quarter. You know what we need before work starts.
- Registration and tax changes
- Received
- Previous returns
- Received
- Income and expense records
- Received
- Current quarter’s invoices
- Pending
- Open items
- To review
Who handles what.
A clear handover starts with documents, open work and agreed responsibilities.
Melso and its professionals
- Review the documentation you provide.
- Identify missing information.
- Confirm the scope and who files the current quarter.
- Prepare your included returns for approval.
You
- Request the documents from your current accountant.
- Share your records and open items.
- Confirm authorisations and approve drafts.
The documents we gather.
The final checklist depends on your activity and outstanding work.
- Registration details and tax-profile changes
- Previous returns and filing receipts
- Income and expense records
- Invoices from the current quarter
- Annual income tax documents
- Open notices and service requests
We agree the handover with you.
Tell us your situation
Your activity and open items.
Gather the documents
With your help and required authorisations.
Confirm responsibilities
Including who handles the current quarter.
Continue with Melso
Professional review, your approval and filing.
Your questions, answered.
We prepare the document checklist with you. We confirm how to obtain the records and what help is needed; we do not assume access to your previous accountant’s files.
We confirm the scope and any handover cost before starting. Then choose the Pro or Plus plan that fits your needs.
We agree this explicitly before the handover. We make clear which documents are missing and who is responsible for each return.
Share it before the handover, with its documents and deadlines. A professional confirms whether they can handle it and under what scope.
Keep reading.
How to switch accountants in Spain without losing your records
A checklist for organising your documents and agreeing who handles each open item.
Start your switch with a clear plan.
Tell us about your situation. We confirm the scope before work starts.