A self-employed client’s letter approving their accounts and Self Assessment return, confirming complete income, genuine expenses, private use and Making Tax Digital records.
Accountancy practice – client documents
Letter of Representation – Sole Trader Accounts and Tax Return
About this document
A letter from a sole trader to your firm confirming approval of their business accounts, tax computation and Self Assessment return, and the facts behind them: every income source, every bank account, private use, estimates, other income and Making Tax Digital for Income Tax. Includes firm guidance, a tailoring table and a checklist.
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
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