A courteous, complete letter to a client’s previous accountant asking whether there is any professional reason not to act, and requesting the handover information you need.
Accountancy practice – compliance & management
Professional Clearance Request Letter
About this document
The letter an incoming accountant or bookkeeper sends to the client’s existing or previous adviser before accepting the appointment. It asks whether there are any professional reasons why you should not act, and requests the information you need to take over smoothly – returns, balances, deadlines, HMRC and Companies House details. A client authority form is attached for the client to sign.
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 – compliance & management
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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