The template below is designed to be used in the PDF generator in Engager to summarise key information to pass on to the new accountant or bookkeeper the client is moving to.  

The template has placeholders added, saving you time compiling the information held in Engager into an email.  

To use this template, select the text below, copy, go to your Engager, Settings, Document Templates, Top right click new template, name the template, paste the text below into the description box.

Professional Clearance Data Handover

Please note, if the field is blank, it means we do NOT hold this data point on record. This document forms part of the professional clearance data that you have requested, and further information will be passed on alongside this document.

Personal Details

Full Name: [PrimaryContact]

National Insurance Number: [TaxRef:NINO]

Home Address: 

[HomeAddress]

Trading Address:

[TradingAddress]

Tax references 

Personal UTR: [TaxRef:PersonalUTR]

Company VAT Reg: [TaxRef:VRN]

Company Paye Office Reference: [TaxRef:PAYEofficeRef]

Company PAYE Reference: [TaxRef:PAYEref]

Next Due Dates:

Personal Tax Return Next Due: [DueDate:SA100]

VAT Next Due: [DueDate:VAT]