Availability and the responsible advocate are confirmed before professional engagement.
Questions to discuss
- What are the dates on the cheque and return memo?
- Has a notice already been sent or received?
- What records explain the underlying transaction?
Documents to prepare
- Cheque copy and bank-return memo
- Transaction records
- Notice, receipt details and correspondence
How the discussion may proceed
1
Preserve the records and exact dates.
2
Seek individual advice promptly.
3
Confirm the notice or proceeding scope separately.
Scope and fees
Agree what is included, the professional fee, applicable taxes and approved expenses before work begins. Review, drafting, dispatch, filing and representation are separate tasks unless the engagement expressly includes them.