A signed client authority for your firm to deal with HMRC, Companies House and named third parties, with limits, duration and a third-party request letter.
Accountancy practice – compliance & management
Client Authority and Mandate Letter
About this document
A written authority from your client allowing your firm to act as their agent with HMRC, deal with Companies House and obtain information from banks, lenders, previous advisers and other third parties. It sits alongside your engagement letter and HMRC’s own agent authorisation process, and gives third parties the written evidence of authority they ask for.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Accountancy practice – compliance & management
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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