{"product_id":"byta-redovisningsbyra-overlamningsplan-foretag","title":"Change of Accounting Firm \u0026 Handover Plan – Business | Word\/PDF\/Excel","description":"\u003csection lang=\"sv\" class=\"mb-product-content\" style=\"line-height:1.65;color:#173B55\"\u003e\n\u003cp\u003e\u003cstrong\u003eChanging Accounting Firms \u0026amp; Handover Plan\u003c\/strong\u003e – a professional document package for businesses changing accounting consultants or accounting firms. Organize the handover of bookkeeping, reconciliations, accounts payable and receivable, permissions, financial information, and open items with editable Word templates, searchable PDF files, and an Excel workbook.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eImportant distinction:\u003c\/strong\u003e The package is an administrative planning and documentation aid. It is \u003cstrong\u003enot an agreement that automatically terminates an ongoing engagement\u003c\/strong\u003e, a bookkeeping system, a new data processing agreement, or a guarantee that the company's bookkeeping is complete. Read the current engagement agreement, notice periods, and who is responsible for different steps during the transition.\u003c\/p\u003e\n\n\u003cdiv style=\"border:2px solid #137F85;border-radius:12px;padding:18px;margin:18px 0;background:#EAF6F5\"\u003e\n\n\u003ch2 style=\"margin:0 0 8px;color:#173B55\"\u003e01. Package Contents\u003c\/h2\u003e\n\n\u003cp style=\"margin:0\"\u003e\u003cstrong\u003e15 files in a digital ZIP:\u003c\/strong\u003e 7 editable Word documents (DOCX), 7 corresponding searchable and printable PDFs, and 1 Excel workbook (XLSX) with nine tabs. Five Swedish work templates, one Swedish user guide, and a separate English User Guide. The five work templates are in Swedish.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003cdiv style=\"border:2px solid #214863;border-radius:12px;padding:18px;margin:18px 0;background:#F1F5FA\"\u003e\n\n\u003ch2 style=\"margin:0 0 8px;color:#173B55\"\u003e02. What the Files Contain\u003c\/h2\u003e\n\n\u003cp style=\"margin:0\"\u003eHandover plan and responsibility matrix, request for bookkeeping materials, reconciliation protocol, permissions and transfer checklist, final receipt, and deficiency list. The Excel register provides a consolidated overview of handed-over materials, reconciliation differences, open items, and manually entered statuses.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2\u003eIncluded Documents\u003c\/h2\u003e\n\n\u003cdiv style=\"overflow-x:auto\"\u003e\u003ctable style=\"width:100%;border-collapse:collapse\"\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth style=\"text-align:left;border-bottom:1px solid #BDD0D7;padding:8px\"\u003eDocument\u003c\/th\u003e\n\n\u003cth style=\"text-align:left;border-bottom:1px solid #BDD0D7;padding:8px\"\u003eUse Case\u003c\/th\u003e\n\n\u003cth style=\"text-align:left;border-bottom:1px solid #BDD0D7;padding:8px\"\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e01. Changing Accounting Firms – Handover Plan\u003c\/td\u003e\n\n\u003ctd\u003eTimeline, scope, role and responsibility allocation, critical stopping points\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e02. Request for Handover Materials\u003c\/td\u003e\n\n\u003ctd\u003eStructured request for SIE, bookkeeping, reconciliations, verifications, and other materials\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e03. Reconciliation Protocol\u003c\/td\u003e\n\n\u003ctd\u003eControlled balance sheet accounts, accounts payable and receivable, differences, and responsibility for remaining work\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e04. Permissions \u0026amp; Secure Transfer\u003c\/td\u003e\n\n\u003ctd\u003eSystem overview, access, revocation, documented transfer, and data protection\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e05. Final Receipt \u0026amp; Deficiency List\u003c\/td\u003e\n\n\u003ctd\u003eReceipt of materials, reservations, and follow-up on missing files\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e06. Swedish User Guide\u003c\/td\u003e\n\n\u003ctd\u003eWorkflow, control questions, practical limitations, and official sources\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e07. English User Guide\u003c\/td\u003e\n\n\u003ctd\u003eInstructions in English for using the Swedish-language templates\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e08. Excel – Handover Register\u003c\/td\u003e\n\n\u003ctd\u003eNine tabs with status, reconciliation, permissions, open items, and deviations\u003c\/td\u003e\n\n\u003ctd\u003eXLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\u003c\/div\u003e\n\n\u003ch2\u003eExcel: Nine Tabs and Controlled Difference Calculation\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eStart, Overlamning, Underlag, Avstamning, Behorigheter, OppnaPoster, Avvikelser, Oversikt and Las_mig.\u003c\/strong\u003e A difference is calculated only when both compared balances are numerical, including the value zero. The overview summarizes the statuses the user records. The workbook contains no macros and does not automatically retrieve data from accounting systems. Test accounts, passwords, and personal data from actual engagements are not included.\u003c\/p\u003e\n\n\u003ch2\u003eHow the Company Plans Its Accounting Transition\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCheck the engagement agreement:\u003c\/strong\u003e note valid notice periods, remaining obligations, and procedures for data handover.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDetermine the last day of responsibility:\u003c\/strong\u003e document who handles bookkeeping, VAT reporting, payroll, and reporting during the transition period.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eRequest and reconcile materials:\u003c\/strong\u003e for example, SIE files, general ledger, verification lists, bank reconciliation, accounts payable and receivable, and outstanding deviation items.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eChange permissions securely:\u003c\/strong\u003e document who needs access and when old access should be terminated. Never share passwords or BankID codes in the document package.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eAcknowledge and follow up:\u003c\/strong\u003e confirm what has actually been received, what deficiencies remain, and who is responsible for correcting them.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2\u003eLegal and Accounting Guidance\u003c\/h2\u003e\n\n\u003cp\u003eThe company's responsibility for bookkeeping remains even when an external accounting firm is engaged. Read \u003ca href=\"https:\/\/www.skatteverket.se\/foretag\/drivaforetag\/bokforingochbokslut\/bokforingvadkraverlagen.4.18e1b10334ebe8bc80005195.html\"\u003ethe Swedish Tax Agency's guidance on bookkeeping requirements\u003c\/a\u003e and \u003ca href=\"https:\/\/www.ekobrottsmyndigheten.se\/om-ekobrott\/brotten-vi-utreder\/bokforingsbrott\/\"\u003ethe Swedish Economic Crime Authority's information on bookkeeping crimes\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003cp\u003eFinancial information must normally be archived until the seventh year after the end of the calendar year in which the financial year ended. Practical information is available from \u003ca href=\"https:\/\/www.far.se\/kunskap\/redovisning\/arkivering-av-bokforing\/\"\u003eFAR on archiving bookkeeping\u003c\/a\u003e. Assess according to applicable law whether special retention, transfer, or storage requirements apply to the company.\u003c\/p\u003e\n\n\u003cp\u003eWhen personal data is transferred between parties, the data controller needs to clarify roles and the applicable legal basis. Where a supplier processes personal data on behalf of the customer, a \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/det-har-galler-enligt-gdpr\/personuppgiftsansvariga-och-personuppgiftsbitraden\/personuppgiftsbitradesavtal\/\"\u003edata processing agreement according to IMY's guidance\u003c\/a\u003e may be required. A checklist does not replace such an agreement.\u003c\/p\u003e\n\n\u003ch2\u003eRelated Document Templates\u003c\/h2\u003e\n\n\u003cp\u003eFor a new consulting engagement, see \u003ca href=\"\/en\/products\/uppdragsavtal-for-ekonomitjanster-mall-word-pdf\"\u003eEngagement Agreement for Financial Services\u003c\/a\u003e. For year-end work, see \u003ca href=\"\/en\/products\/bokslutschecklista-avstamningsregister-2026-2027-balanskonton-bokslutsbilagor-arshjul-excel-word-pdf\"\u003eYear-End Checklist \u0026amp; Reconciliation Register\u003c\/a\u003e. For ongoing follow-up on termination and responsibility, see \u003ca href=\"\/en\/products\/avtalsregister-avtalsbevakning-2026-2027-excel-dashboard-word-pdf\"\u003eContract Register \u0026amp; Contract Monitoring\u003c\/a\u003e. For balance reconciliation, \u003ca href=\"\/en\/products\/bankavstamning-kontoavstamning-2026-2027-matchkontroll-differenser-protokoll-excel-word-pdf\"\u003eBank Reconciliation \u0026amp; Account Reconciliation\u003c\/a\u003e may also be relevant.\u003c\/p\u003e\n\n\u003ch2\u003eFrequently Asked Questions\u003c\/h2\u003e\n\n\u003ch3\u003eWho is responsible for bookkeeping when the accounting firm is changed?\u003c\/h3\u003e\n\n\u003cp\u003eThe bookkeeping-obligated company's responsibility to comply with legislation remains. Engagement agreements and documented allocation of responsibility are needed to avoid gaps in practical work.\u003c\/p\u003e\n\n\u003ch3\u003eWhat should the old accounting firm hand over?\u003c\/h3\u003e\n\n\u003cp\u003eIt depends on the previous engagement, agreement, legal requirements, and which documents actually exist. Use the request for handover materials to specify relevant files and document remaining deficiencies.\u003c\/p\u003e\n\n\u003ch3\u003eIs an SIE file sufficient?\u003c\/h3\u003e\n\n\u003cp\u003eNot necessarily. Materials for verifications, reconciliations, accounts payable and receivable, open items, and reporting may need to be transferred and checked separately.\u003c\/p\u003e\n\n\u003ch3\u003eCan old logins be shared with the new firm?\u003c\/h3\u003e\n\n\u003cp\u003eNo, do not share personal passwords or BankID details. Create, change, and revoke permissions in each service according to its secure procedures.\u003c\/p\u003e\n\n\u003ch3\u003eDoes the final receipt prove that the bookkeeping is correct?\u003c\/h3\u003e\n\n\u003cp\u003eNo. It documents what the recipient states they received and what reservations were noted. It is not an audit or independent review of the bookkeeping.\u003c\/p\u003e\n\n\u003ch3\u003eWhat languages and formats are included?\u003c\/h3\u003e\n\n\u003cp\u003eThe five work templates are available in Swedish in editable Word and searchable PDF. An Swedish user guide, an English User Guide, and an Excel workbook with nine tabs are included.\u003c\/p\u003e\n\n\u003ch3\u003eHas the package been reviewed by an external accounting consultant or lawyer?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The material has undergone internal AI-assisted fact-checking as well as technical file and calculation tests, not external professional advice or audit.\u003c\/p\u003e\n\n\u003cp\u003e\u003csmall\u003eVersion 1.0 · October 24, 2026 · Supplier: Svenska Dokumentmallar \/ Mallbutiken.se · Digital delivery after purchase.\u003c\/small\u003e\u003c\/p\u003e\n\n\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Standard","offer_id":56009539944790,"sku":"REDOVISNINGSBYTE-V1","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/redovisningsbyte-huvudbild-1600.webp?v=1792814174","url":"https:\/\/mallbutiken.se\/en\/products\/byta-redovisningsbyra-overlamningsplan-foretag","provider":"Mallbutiken","version":"1.0","type":"link"}