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Sending Client Details to New Accountant/Bookkeeper - Limited Company

Ready-to-use template built for accountants and bookkeepers — just download and go

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.
 
Company Details
Company Name: [Name]
Company Number: [CompanyNumber]
Company Authentication Code: [CHauthCode]
Registered Address:
[RegisteredOfficeAddress]
Trading Address:
[TradingAddress]
Tax references
Company UTR: [TaxRef:CompanyUTR]
Company VAT Reg: [TaxRef:VRN]
Company Paye Office Reference: [TaxRef:PAYEofficeRef]
Company PAYE Reference: [TaxRef:PAYEref]
Next Due Dates:
Accounts Next Due: [DueDate:LTDACC]
VAT Next Due: [DueDate:VAT]
Confirmation Statement Next Due: [DueDate:CS01]