A covering letter and detailed checklist asking clients for everything you need to prepare year-end accounts and tax returns, first time.
Accountancy practice – client documents
Year-End Records Request Letter and Checklist
About this document
A letter to send to clients shortly after their year end, with a comprehensive checklist and questionnaire of the records and information you need for their accounts and tax returns. It reduces chasing, sets a clear deadline and records what the client told you.
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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