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Anyone have a courtesy letter I could use?

I have only recently started on my own, does anyone have a professional courtesy letter I could use?

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Apologies for repeating myself. I have recently set up as an agent. Does anyone have a courtesy letter I could use for the previous accountant please?

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Scooby
By gainsborough
27th Feb 2021 13:54

ACCA have some helpful templates, one of which is a clearance letter: https://www.accaglobal.com/caribbean/en/technical-activities/technical-r.... You may need to tailor it, 6 years is excessive - I usually just ask for the last completed tax return and computation together with any permanent info - overlap, losses, elections, base costs etc.

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By Paul Crowley
27th Feb 2021 14:37

Never seen a request for 6 years
That is asking old accountant to make a charge for handover
We have a local firm asking for three years
They get 1 from me and have never followed up asking for more

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By Open all hours
27th Feb 2021 16:26

Had one last month requesting five years worth. And yes, they did follow up when we sent one.

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By GSWB1954
01st Mar 2021 13:25

With regards to 5 years worth, I don't think it's unreasonable to provide the latest 2 free of charge and to charge a nominal fee for the other 3.

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By iknell
01st Mar 2021 13:45

I always ask for two years but if I only get one I don't follow up.

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