Engager – Templates
Ready-to-use templates for engagement letters, proposals, schedules of services, board minutes, dividend vouchers, and more.
Schedule of Services
- SOS - UK Property Annual Accounts
- SOS - CAPITAL GAINS RETURNS
- SOS - ANNUAL ACCOUNTS – UNINCORPORATED CHARITIES
- Schedule of Services - Payroll and Pension auto-enrolment
- SOS - VAT Returns
- SOS - Self-Employed Annual Accounts
- SOS - LIMITED LIABILITY PARTNERSHIPS (LLP) Tax Return
- SOS - BOOKKEEPING SERVICES
- SOS - Benefit in Kind
- SOS - SA800
- SOS - CIS
- SOS - Partnership Accounts
- SOS - SA100
- SOS -Trust Accounts
Proposals
Company Secretarial
- Written Resolution - Change of Registered Email Address
- Written Resolution - Allotment of Shares
- Board Minutes - Change of Email Address
- Cover Letter - Notice to Strike Off
- Board Minutes - Appointing New Director
- Written Resolution - Apply to Strike Off
- Board Minutes - Interim Dividend
- Covering Letter - Strike Off Withdrawal
- Board Minutes - Final Dividend Issued
- Board Meeting - Director Resignation
- Board Minutes - Allotting New Shares
- Board Minutes - Share Transfer
- Written Resolution - Change of Registered Office
- Dividend Voucher
- Written Resolution - Share Transfer
- Board Minutes - Strike Off of Company
- Written Resolution - New Director
- Board Minutes - Change of Officer or PSC
Email Templates
- A document awaits your signature
- SOS - LTD Accounts
- HMRC MTD Agent Authorisation - Request To Grant Authorisation
- Sign up for Client Portal
- Client App Email Template
- E-mail with Proposal and Letters of Engagement attached as PDF without acceptance link
- MTD IT Email Templates
- Form request
- Bank Fetch request
- Client Portal file upload notification
- Proposal Follow Up Email
- LOE - Individual or Sole Trader
- E-mail with acceptance link for Proposal and Letters of Engagement
- Automatic e-mail with signed LoD sent after client signs it
- Automatic e-mail with signed LoE sent after client signs it
- Automatic e-mail with signed Proposal sent after client signs it
- HMRC Agent Authorisation Reminder
Letter of Engagement
Other
- Professional Clearance Data Sheet - Individual/Sole Trader
- Professional Letter of Clearance
- Catch- Up Fee Section
- Privacy Notice - Other than Individual or Sole Trader
- Sending Client Details to New Accountant/Bookkeeper - Sole Trader
- Sending Client Details to New Accountant/Bookkeeper - Partnership
- Disengagement Letter
- Sending Client Details to New Accountant/Bookkeeper - Limited Company
- CPAA - Letter of Engagement Template
- Privacy Notice - Individual or Sole Trader
- Professional Clearance Data Sheet - Ltd, LLP, & CIC