An 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.
Accountancy practice – client documents
Engagement Letter – Charity Accounts and Independent Examination
About this document
A covering letter and schedules addressed to the trustees of a charity in England and Wales, for preparing its annual accounts, carrying out an independent examination, or both, with the trustees’ legal duties, the examiner’s duties and safeguards where the same firm does both.
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.
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Accountancy practice – client documents
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