Returns
Returns and scope changes
How record-prep scope changes are handled before and after organization work begins.
Scope principle
Record-prep work is not a boxed retail product. The relevant issue is whether the consultancy has started inventory, sorting, labelling, export comparison, question-ledger work, or handoff-note preparation.
Once that work begins, time and organization already performed may not be reversible.
Before work starts
If inventory has not started, a scheduled scope can usually be paused, revised, or cancelled according to the written confirmation. The owner should identify the scope line and reason for the change.
Examples include narrowing the packet to one year, waiting for missing forms, or postponing until source files are gathered.
After inventory starts
Once files are inventoried, exhibits are named, exports are compared, or questions are logged, the work has value even if the owner later changes direction.
The owner can receive a summary of completed work and unresolved items so the partial organization remains useful.
Changed packets
A packet may be larger than described, include extra years, contain damaged files, or require owner answers before sorting can continue. In those cases the consultancy may pause further work and describe a revised scope.
Late corrected forms or new export batches may be treated as additions rather than silent replacements.
Organization review
If the owner believes an exhibit is misplaced, duplicated, or labelled unclearly, the concern should identify the specific packet section. The consultancy can review organization errors within its own work.
That review does not cover tax positions, filing choices, professional judgement, or agency outcomes.
Documentation
Scope changes, pauses, and organization-error reviews should be documented plainly. A short written record helps both sides understand work completed, work remaining, and materials returned or carried forward.
A specific written scope may contain additional timing, volume, or fee details for a particular packet.