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ILR Director Earnings evidence - Is Invoice Summary needed?

Posted: Thu May 01, 2014 12:51 pm
by flybird
Hi

I am sole Director of my Ltd Co. and I got Earning summary letter from Accountant which mention this and provides a breakup of Salary an Dividends

Period claimed 1 April 2013 to 31 March 2014.

So I have following evidences:
1. Personal Bank Statements (1 April 2013 to 31 March 2014)
2. Business Bank Statements (1 April 2013 to 31 March 2014)
3. Payslips (1 April 2013 to 31 March 2014)
4. Dividend Vouchers (1 April 2013 to 31 March 2014)
5. P60 (5 years)
6. Accountant earning summary letter covering 1 April 2013 to 31 March 2014
7. Financial Statements for July 2012 to July 2013
7. I have invoices/Remittances for most of the period between 1 April 2013 to 31 March 2014 because of self-invoicing.

I don't have:
A. Invoice summary letter from Accountant
B. Profit/Loss financial statements for un-accounted / Period as My company Tax year runs from July to July

I have appointment on 3rd May and my accountants are unwilling to provide these.
Please let me know Will I need A and B because if that is the case, I will not attend on 3rd May and rather get another accountant to arrange these first.


Thanks

Re: ILR Director Earnings evidence - Is Invoice Summary need

Posted: Thu May 01, 2014 1:20 pm
by etelsa
You are fine with the documents you have. You don't need Invoice summary from the accountants.

At the end of the day is your ltd company which invoice for services not your accountants (my personal opinion).

I went yesterday and this is what I did:
http://www.immigrationboards.com/indefi ... l#p1028296

Hope this helps.

Regards,

Re: ILR Director Earnings evidence - Is Invoice Summary need

Posted: Fri May 02, 2014 9:42 am
by flybird
Thank you very much. Your post is very helpful.

Re: ILR Director Earnings evidence - Is Invoice Summary need

Posted: Tue May 06, 2014 10:58 pm
by vishme6
Hi,

I am planning to apply for ILR early next week. My company tax year is from May to May. My accountant is providing me summary of my earnings (salary + dividends) during June 12 - May 13 and June 13 - May 14. I asked my accountant to prepare a letter for Apr 13 - Mar 14 as this is my earnings period that I am planning to show. The accountant mentioned the letters they provide are standard letters and people who apply for ILR always use the same letters from them. Accountant also mentioned, if you need such information in a letter than it will be your risk as it is unvalidated information.

I am bit confused what do I do in such case? Can I just draft a letter myself calculating my earnings from Apr-13 to Mar - 14? I can mention reference to the letters provided by the accountant?

Please help.

--Vish

Re: ILR Director Earnings evidence - Is Invoice Summary need

Posted: Mon May 12, 2014 1:41 pm
by etelsa
@ Flybird how did it go?

Re: ILR Director Earnings evidence - Is Invoice Summary need

Posted: Fri Mar 11, 2016 11:12 pm
by flybird
@etelsa replying after almost 2 years, I got ILR on 3rd May 2014.