LETTER OF ENGAGEMENT – example 1

Practice name

Practice address

Client name

Client address

Insert date here

Dear Client’s name

This letter confirms the basis on which (name of firm)provides services to you.

Nature of services provided

(Include or delete as appropriate)

  • Maintenance of accounting records
  • Payroll preparation
  • Submission of PAYE and NI returns
  • VAT returns
  • Preparation of P11D returns
  • Electronic filing of P11D returns
  • Preparation of annual accounts – sole traders/partnerships
  • Preparation of annual accounts – limited companies (tagged for iXBRL)
  • Preparation of annual accounts – limited companies (not tagged for iXBRL)
  • Personal tax – individuals/sole traders/partners
  • Partnership tax
  • Corporation tax
  • Corporations tax – electronic filing

Client identification

All bookkeepers (and accountants) must comply with the duties imposed by the Proceeds of Crime Act 2002, The Terrorism Act 2000 and The Money Laundering, Terrorist Financing, and Transfer of Funds (Information on the Payer) Regulations 2017. Failure to perform these duties can result in fines and/or imprisonment. Consequently, we are required to identify our clients and may request from you, and retain, such information and documentation as we require and/or make searches of appropriate databases.

Applicable law

This engagement letter is governed by and should be construed in accordance with English Law. The Courts of England will have jurisdiction in relation to any claim, dispute or difference concerning this engagement letter and any matter arising from it. Each party irrevocably waives any right it may have to object to any action being brought in those Courts, to claim that the action has been brought in an inappropriate forum, or to claim that those courts do not have jurisdiction.

Agreement of Terms

Once agreed, this letter will remain effective from the date of signature until it is replaced or terminated. Either party may vary or terminate my authority to act on your behalf at any time without penalty. Notice of termination must be given in writing.

Please confirm your agreement to the terms set out in this letter by signing and returning the enclosed copy. If anything is unclear to you or you require any further information please let me know.

Yours sincerely

Name of practice manager

Client declaration

I am / we are in agreement with the terms and conditions set out above.

Signed......

Print Name...... Date......