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Engagement Letter – Sole Trader and Partnership Accounts and Tax

An engagement letter and schedule for unincorporated businesses: annual accounts, tax computations, partnership returns and Making Tax Digital.

Editable Word document
14
10pagesGuidance notes included
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Accountancy practice – client documents

Engagement Letter – Sole Trader and Partnership Accounts and Tax

About this document

What it’s for

A covering letter and full schedules for preparing the business accounts and tax computations of a sole trader or partnership, the partnership tax return, and (where agreed) the owners’ Self Assessment returns and Making Tax Digital quarterly updates.

When to use it

  • Taking on a self-employed individual or a partnership (including an LLP only if you adapt it – LLPs also file at Companies House)
  • When a client’s business becomes subject to Making Tax Digital for Income Tax
  • When the services you provide to an existing unincorporated client change

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. Period and scope
  2. Business accounts – what we will do
  3. Tax – what we will do
  4. Making Tax Digital for Income Tax
  5. Personal tax returns
  6. Your responsibilities
  7. Our responsibilities
  8. Services not included
  9. Authority to act with HMRC
  10. Our professional obligations
  11. Identity checks and money laundering
  12. Confidentiality and your information
  13. Fees and payment
  14. Our liability to you
  15. Changes in the law and to this engagement
  16. Ending the engagement
  17. How our agreement fits together

Also included

  • Fees
  • Timetable

How to complete it

  • Choose Option A (sole trader) or Option B (partnership) where shown and delete the other
  • Decide whether personal returns are included here or in a separate personal tax letter
  • Choose who keeps the digital records and sends quarterly updates
  • Complete the fees and timetable in Schedule 2

Key points to check

  • Making Tax Digital thresholds and start dates (see the guidance notes)
  • Partnerships are not yet within Making Tax Digital for Income Tax – check the current position

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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