Send 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.
Accountancy practice – client documents
Covering Letter Sending Accounts and Tax Returns for Approval
About this document
A covering letter sending a client their accounts and Self Assessment return (or partnership return) to check and approve before you file. It records what you prepared it from, the judgements made, the points the client must confirm, and the client’s approval and authority for you to file online.
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 – client documents
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
Download and keep
Need more than one category?
Documents All-Access gives you every category for 12 months for £295.
Compare options →Need it tailored?
We can adapt any template to your business, or write a document from scratch.
Talk to us →
