Currently preparing a few professional clearance requests and I'm beginning to doubt my templates.......
Currently, for sole traders, I prepare just the 1 professional clearance letter which has a couple of lines requesting the business accounts and computations, whilst the rest of the letter deals with the personal tax aspects.
However........I'm wondering whether I should prepare 2 clearance letters, 1 requesting the business records, the other requesting personal tax. I'm not sure whether this makes things simpler or just more confusing for the outgoing accountant.
For Limited Companies and LLP's I obviously do separate letters as they are different legal entities. I don't have any normal partnerships but I imagine a letter for the business and separate letters for the individuals would be correct.
What do others do?