Accountancy practice – client document templates

Engagement letters, letters of representation, onboarding documents and client letters for accountancy and bookkeeping practices.

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50 documents

Accountancy practice – client document templates

Standard terms and engagement letters for every service, letters of representation, onboarding, deadline reminders and client letters.

One price for the whole category

All 50 accountancy client documents for £40

Buy the pack once and get every document below as an editable Word file, with guidance notes to help you adapt each one.

£40for all 50

All 50

Agreements 1

Letters 44

Forms & records 5

Agreements

Signed by everyone involved

Standard Terms of Business for Accountancy ServicesComprehensive general terms that sit behind every engagement letter: fees, client money, confidentiality, data protection, money laundering, liability, records, lien, termination and complaints.19 pagesRead more ›

Letters

Ready-worded and ready to send

Engagement Letter – Limited Company Accounts and Corporation TaxA complete engagement letter and schedule for preparing a company’s statutory accounts, filing them at Companies House and handling its corporation tax.16 pagesRead more ›Engagement Letter – Sole Trader and Partnership Accounts and TaxAn engagement letter and schedule for unincorporated businesses: annual accounts, tax computations, partnership returns and Making Tax Digital.14 pagesRead more ›Engagement Letter – Personal Tax (Self Assessment and Making Tax Digital)An engagement letter for individual clients covering Self Assessment returns, tax payments, PAYE coding and Making Tax Digital for Income Tax.14 pagesRead more ›Engagement Letter – Payroll and Auto-EnrolmentAn engagement letter for running a client’s payroll, RTI submissions, statutory payments and workplace pension auto-enrolment duties.15 pagesRead more ›Engagement Letter – VAT Returns and Making Tax DigitalAn engagement letter for preparing and filing a client’s VAT returns under Making Tax Digital, with clear responsibilities for digital records and VAT schemes.14 pagesRead more ›Engagement Letter – BookkeepingAn engagement letter for regular bookkeeping services, setting out the records you will keep, the client’s duties, access to bank and software, and controls.13 pagesRead more ›Engagement Letter – Company Secretarial and Companies House FilingsAn engagement letter for confirmation statements, statutory registers, event filings and Companies House identity verification services provided as an ACSP.14 pagesRead more ›Fee Increase and Change of Terms LetterA clear, courteous letter telling clients about new fees and updated terms, with options for different situations and a reply slip.7 pagesRead more ›Year-End Records Request Letter and ChecklistA covering letter and detailed checklist asking clients for everything you need to prepare year-end accounts and tax returns, first time.7 pagesRead more ›Accounts Approval Letter and Letter of RepresentationA covering letter sending draft accounts to directors for approval, with a detailed letter of representation for them to sign.8 pagesRead more ›Letter of Representation – Limited Company Accounts and Corporation TaxThe directors’ letter to their accountant approving the accounts and CT600 and confirming every key judgement, from audit exemption and directors’ loans to dividends and going concern.12 pagesRead more ›Letter of Representation – Dormant Company AccountsThe directors’ confirmation that a company has been dormant, is entitled to the dormant audit exemption and has dealt with HMRC and Companies House correctly.9 pagesRead more ›Letter of Representation – LLP Accounts and Members’ ReturnsThe members’ letter approving an LLP’s accounts and partnership tax return, covering members’ interests, profit allocation, salaried member status and audit exemption.10 pagesRead more ›Letter of Representation – Sole Trader Accounts and Tax ReturnA self-employed client’s letter approving their accounts and Self Assessment return, confirming complete income, genuine expenses, private use and Making Tax Digital records.8 pagesRead more ›Letter of Representation – Partnership Accounts and Partnership Tax ReturnEvery partner’s letter approving the partnership accounts and SA800, confirming the profit-sharing arrangements, partners’ accounts, complete income and private use.8 pagesRead more ›Letter of Representation – Personal Tax Return (Self Assessment)An individual’s letter approving their Self Assessment return and confirming complete income, foreign income, capital gains, property, estimates and Making Tax Digital updates.8 pagesRead more ›Letter of Representation – VAT ReturnsA client’s annual letter on its Making Tax Digital VAT returns – complete sales, valid input tax, schemes, digital links and errors – with a per-return approval slip.8 pagesRead more ›Letter of Representation – Bookkeeping and Management AccountsA client’s confirmation that the records it gave you were complete, that it made the coding and estimate decisions, and how management accounts may be used and shared.8 pagesRead more ›Letter of Representation – Payroll and Auto-EnrolmentAn employer’s year-end confirmation on RTI submissions, worker status and IR35, the minimum wage, statutory payments, benefits and workplace pension duties.8 pagesRead more ›Letter of Representation – CIS ReturnsA construction client’s letter on its Construction Industry Scheme monthly returns – verification, employment status, deductions, nil returns, gross payment status and deductions suffered.8 pagesRead more ›Letter of Representation – P11D Expenses and BenefitsAn employer’s letter approving its P11D and P11D(b) returns and confirming every benefit and expense provided, payrolled benefits, cars, loans and amounts made good.8 pagesRead more ›Letter of Representation – Charity Accounts and Independent ExaminationThe trustees’ letter to their independent examiner approving the accounts and trustees’ report and confirming funds, income, trustee benefits, serious incidents and eligibility.9 pagesRead more ›Letter of Representation – R&D Tax Relief ClaimThe directors’ letter supporting a research and development claim under the merged scheme or ERIS: qualifying projects, costs, notification, the additional information form and advisers.9 pagesRead more ›Engagement Letter – CIS ReturnsAn engagement letter for running a contractor’s Construction Industry Scheme compliance: verification, monthly CIS300 returns, payment and deduction statements, nil returns and gross payment status.14 pagesRead more ›Engagement Letter – Management AccountsAn engagement letter for preparing monthly or quarterly management accounts and reporting packs, with clear terms on the basis of preparation, estimates, reliance and management decisions.12 pagesRead more ›Engagement Letter – P11D and Payrolled BenefitsAn engagement letter for reporting employee benefits in kind and expenses: forms P11D and P11D(b), Class 1A NIC, PAYE settlement agreements and the move to mandatory payrolling of benefits.13 pagesRead more ›Engagement Letter – R&D Tax Relief ClaimsAn engagement letter for research and development tax relief claims under the merged scheme and ERIS, with claim notification, the additional information form, eligibility evidence and fee options.13 pagesRead more ›Engagement Letter – Property Income and Capital Gains TaxAn engagement letter for landlords: rental income computations, Making Tax Digital for Income Tax, capital gains on property disposals and the 60-day UK property return.14 pagesRead more ›Engagement Letter – Charity Accounts and Independent ExaminationAn engagement letter for preparing a charity’s annual accounts and carrying out an independent examination under the Charities Act 2011, reflecting the new thresholds from September 2026.12 pagesRead more ›Engagement Letter – One-off Advice and ProjectsA flexible engagement letter for a single piece of advice or a defined project, with a project brief, deliverables, assumptions, change control, staged fees and limits on reliance.11 pagesRead more ›New Client Proposal and Fee Quote LetterA persuasive, clear proposal letter for a prospective client: what you understood, what you recommend, package options and fees, how you will onboard them and what happens next.7 pagesRead more ›Client Identity and Due Diligence Request LetterA plain-English letter asking a new or existing client for identity documents and due diligence information, explaining why the law requires it and how to send documents securely.9 pagesRead more ›Fee Protection Insurance LetterA clear letter offering clients your fee protection (tax investigation) service: why it matters, what is and is not covered, the cost, how claims work, and an opt-in or opt-out slip.7 pagesRead more ›Self Assessment Deadline and Payment on Account Reminder LettersFour linked letters that take a client from records request to final reminder, payment instructions and a properly advised claim to reduce payments on account.13 pagesRead more ›Making Tax Digital for Income Tax – Onboarding and Quarterly Update LettersExplain MTD for Income Tax to sole traders and landlords, agree who does what, and keep every quarterly update on time with reminder and chaser letters.12 pagesRead more ›Confirmation Statement and Accounts Filing Reminder LettersReminder letters for confirmation statements, identity verification and annual accounts, with a company details check form and a final warning letter.13 pagesRead more ›Tax Payment Reminder and HMRC Payment Instructions LetterOne clear letter telling a client exactly what tax to pay, by when, with the right HMRC payment reference – plus a payment reference guide, a can’t-pay option and a fraud warning.6 pagesRead more ›Covering Letter Sending Accounts and Tax Returns for ApprovalSend accounts and tax returns to sole traders, landlords, partners and individuals for approval – with key figures, the points they must check, specific questions and a signed approval and authority to file.7 pagesRead more ›Accountant’s Reference and Income Confirmation LetterConfirm a client’s income for a lender, landlord or visa application safely – factual wording that limits your liability, a client authority, a checklist to run before you sign, and a register.10 pagesRead more ›Year-End Tax Planning Letter and ChecklistA tax planning letter for individuals and company owners before the year end, with a rates table to update, detailed planning checklists and a client response form.13 pagesRead more ›Director’s Salary and Dividend Planning LetterRecommend a tax-efficient mix of salary and dividends for an owner-managed company, explain the rules and risks, and record the director’s decision – with a board minute and dividend voucher.10 pagesRead more ›HMRC Compliance Check and Enquiry Letter to the ClientExplain an HMRC enquiry or compliance check to a client in plain English – what it means, what HMRC wants, what we need, the timetable, penalties and fees – with an information request and tracker.8 pagesRead more ›HMRC Nudge Letter Response Guide and Client LetterA practical guide to HMRC “one to many” nudge letters, with a client letter, a reply to HMRC, guidance on certificates of tax position and disclosure routes, and a review record.10 pagesRead more ›Penalty Appeal Letters – Reasonable Excuse (HMRC and Companies House)Appeal against HMRC late filing and late payment penalties or penalty points on reasonable excuse grounds, ask for a review, and appeal a Companies House late filing penalty – with guidance on what succeeds.11 pagesRead more ›

Forms & records

Collect and record information

Client Onboarding ChecklistA step-by-step checklist for taking on a new client: acceptance decisions, money laundering checks, engagement, HMRC and Companies House authorisations and set-up.7 pagesRead more ›Fee Schedule and Price List TemplateA complete, client-facing price list for an accountancy or bookkeeping practice: fixed fees by service and size band, extras, hourly rates, disbursements, payment terms and annual review.6 pagesRead more ›HMRC and Companies House Agent Authorisation ChecklistAn internal checklist for setting up and maintaining your firm’s authority to act with HMRC and Companies House: agent services account, authorisation codes, form 64-8, Making Tax Digital, ACSP and identity verification.6 pagesRead more ›VAT, Payroll and CIS Deadline Reminder SetReady-to-send reminders for VAT returns, monthly payroll, employer year-end and Construction Industry Scheme returns, with penalty summaries and a practice deadline calendar.11 pagesRead more ›Handover Pack and Ceasing-to-Act ChecklistHand a client over to a new adviser in an orderly, professional way – a ceasing-to-act checklist, deauthorisation steps, handover information schedule, lien guidance and records transfer receipt.10 pagesRead more ›

Accountancy client documents pack

£40

for all 50 documents

Editable Word files
Guidance notes in every document
Written for UK businesses
Download and keep

Get the pack Or every category with All-Access – £295 a year

Need something tailored?

We can adapt any template to your business, or write one from scratch.

Credit control policy

Set your payment terms, credit limits and collection process.

Word document

First payment reminder letter

A friendly reminder when an invoice becomes overdue.

Word document

Final demand letter

A firm final request before taking further action.

Word document

Late payment interest and compensation letter

Claim statutory interest and compensation on late commercial payments.

Word document

Payment plan agreement

Agree instalments with a customer who is behind on payments.

Word document

Customer credit application form

Collect the details you need before offering credit.

Word document

Expenses policy

Explain what staff can claim and how to claim it.

Word document

Financial procedures manual

Document how money is handled, approved and recorded in your business.

Word document

All 50 documents in this category come together as one pack for £40. Templates are a starting point – for anything complex or high-value, we recommend having your final document checked by a solicitor.

Browse other categories

Contracts & terms Company secretarial People & HR Health, safety & compliance Landlord & property Charities & not-for-profit Finance & credit control

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Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.

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Part of AML Finance Group

Need an accountant too?

Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.

Visit AML Accountancy Solutions

Accounts Tax compliance and planning Bookkeeping and VAT Payroll and CIS Cloud accounting software Business growth and planning

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