Engagement Letter – LLP Accounts and Partnership Tax Return

An engagement letter for a limited liability partnership: statutory accounts, Companies House filing, the partnership tax return, members’ profit allocations, salaried member checks and members’ obligations.

Editable Word document
11
10pages
Guidance notes included
aml consultancy solutions

Accountancy practice – client documents

Engagement Letter – LLP Accounts and Partnership Tax Return

About this document

What it’s for

A covering letter, Schedule 1 (LLP accounts, partnership return and Companies House services, members’ responsibilities), Schedule 2 (fees and timetable) and a confirmation of acceptance for a limited liability partnership. Each member’s personal Self Assessment is a separate engagement.

When to use it

  • Taking on an LLP for accounts and tax
  • Replacing an older letter that does not cover salaried members, basis period reform or identity verification

What’s inside

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.

  1. LLP details and scope
  2. Annual accounts
  3. Companies House
  4. Partnership tax return and members’ shares
  5. Your responsibilities
  6. Our responsibilities
  7. Services not included
  8. Authority to act
  9. Professional rules and standards
  10. Identity checks and money laundering
  11. Confidentiality and data protection
  12. Fees and payment
  13. Our liability to you
  14. Changes in the law and to this engagement
  15. Ending the engagement
  16. How our agreement fits together

How to complete it

  • Fill in the LLP details table and tick the services agreed
  • Choose whether designated members or your firm file at Companies House
  • Send separate personal tax letters to members who want you to do their returns

Key points to check

  • Companies House identity verification for members and the confirmation statement
  • The LLP SORP and size thresholds – check before use

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

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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