Sending Client Details to New Accountant/Bookkeeper - Partnership
Ready-to-use template built for accountants and bookkeepers — just download and go
Professional Clearance Data Handover
Please note that 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
Partnership Name: [Name]
Registered Address:
[RegisteredOfficeAddress]
Trading Address:
[TradingAddress]
Tax references
Partnership UTR:
Partnership VAT Reg: [TaxRef:VRN]
Partnership Paye Office Reference: [TaxRef:PAYEofficeRef]
Partnership PAYE Reference: [TaxRef:PAYEref]
Next Due Dates:
Partnership Tax Return Next Due: [DueDate:SA800]
VAT Next Due: [DueDate:VAT]