An engagement letter for bringing a client up to date: reconstructing records, overdue accounts and returns, penalty appeals, voluntary disclosures and a catch-up fee and payment plan.
Accountancy practice – client documents
Engagement Letter – Catch-up Work, Overdue Returns and Record Reconstruction
About this document
A letter for new clients (or existing ones) with a backlog: missing or incomplete records, overdue accounts and tax returns, penalties and possibly undeclared income. It sets the order of work, what can and cannot be achieved, the catch-up fee and payment plan, and the client’s responsibilities, before the ongoing engagement letter takes over.
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 →
