Solicitors' Accounts Rules Manual

Our Solicitors' Accounts Rules Manual provides you with the current and supplementary permanent file programmes needed to provide the report required under the Solicitors Regulation Authority (SRA) Accounts Rules 2019.

The manual includes:

guidance notes that summarise the requirements of the SRA Accounts Rules and discusses the problems they present.

Our Solicitors’ Accounts Rules Manual is written in Microsoft word and includes our tailoring tool 'Creator', which will help you select and edit your current and permanent file documentation.

Paperless Audit version also available

Guidance notes that provide you with essential background knowledge on the requirements of the Solicitors Regulation Authority Accounts Rules, including the reporting requirements and guidance on the use of the corresponding Mercia work programmes.
Example letters, which include engagement terms from the accountants to the solicitor and a suggested wording for the reply from the solicitor to the accountants in accordance with the requirements of Rule 35. There is also an example letter of representation.
Example report, the Accountant's Report Form.
Supplementary permanent file documentation to help ensure that permanent files contain adequate specialist information.
Current file documentation to enable you to provide the report on the SRA Accounts Rules, comprising of planning, completion and work programmes which cover accounting records, receipts and payments, balances, bills and branches.
A cold file review checklist that will help you perform of reviews of Solicitors Regulation Authority Accounts Rules assignments for quality control purposes.

July 2021
This update is primarily to include an option for assignments which are conducted entirely under the SRA Accounts Rules which took effect on 25 November 2019 and remove the option for assignments conducted entirely under the SRA Accounts Rules 2011.

There are also some changes regarding the method of delivery for the manual.

Annual subscription fee
Sole Practitioner / Non-Audit Firm*	£130.00
Audit registered firms with 2-4 RIs*	£150.00
Audit registered firms with 5-9 RIs*	£180.00

For 10 or more RIs please contact us at sales@mercia-group.com or call 0330 058 7141.

*Mercia Members receive a 10% discount.

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Mercia online manuals are updated regularly by our technical staff and you will be notified of any significant regulatory changes by email.

Your subscription will automatically auto-renew on anniversary date, you will be notified by email before your subscription expires and offered the option to opt out of auto-renewal.

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Solicitors' Accounts Rules Manual

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