Handover Letters

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Handover Letters

Use these Handover Letters to request information from a client's previous accountant.

Microsoft Word 2007 or earlier versions is required to run this tool.

Item code & description	Price	Order Qty

BBSFlt	Handover Letters	Non Member price £ 25.00 (inc Vat) (£ 30.00) 2020 Member price £ 20.00 (inc Vat) (£ 24.00)

Assignment Letter - Income Tax and NIC
The Client Tax Repayment Authority (Letter of Assignment) can be signed and sent to HMRC.

Billing Instructions & Text
Select standard text, edit or add your own so that bills can quickly be drafted & easily.

Money Laundering ID Form
Satisfy the requirements of the Money Laundering regulations.

Permanent File Index Sheet
Template documents to be used as an index to the Permanent File.

Database Amendment Form
Make changes to the static information held on the firms database.

New Client Forms & Information
Forms to setup a New Client on the firm's database(s).

Proposal Letters
Three proposal letters to send to clients.

Engagement Letters
A sample of Engagement Letters for your clients.

Disengagement Letters
A sample of Disengagement Letters for when you no longer act for a client.

Handover Letters
Useful Handover Letters when swtiching accountants.

Practice Assurance Compliance Review Checklist
A checklist for an annual review of the internal procedures in the firm.

Practice Assurance Compliance Review Departments
A set of individual checklists for different areas of your practice.

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