Sending Client Details to New Accountant/Bookkeeper - Sole Trader
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
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]