Professional clearance letter generator.

25 May 2026

Dear Sir or Madam,

Re: 

 has instructed Countify (trading name of SK and Company Accountants Ltd, ACCA firm no. 4549994) to act in respect of Sole trader from the date of this letter. They have given us authority to write to you to request professional clearance and the handover information detailed below.

We confirm that we are unaware of any professional reason why we should not accept this appointment. Could you please respond confirming whether there is any matter of which we should be aware before accepting the engagement under ACCA Rulebook section 3 (B5)?

In due course we would be grateful if you could let us have:
1. the most recent set of approved annual accounts and supporting working papers;
2. the most recent tax returns filed (CT600, SA, VAT, PAYE/CIS as relevant) with computations;
3. details of any open HMRC enquiries, compliance checks, or pending correspondence;
4. trial balance, nominal ledger and reconciliations to the latest available date;
5. the cloud-accounting platform export, fixed-asset register, and prior-year payroll YTD figures (if applicable);
6. details of any agent authorisations currently in place that require to be transferred or cancelled.

Going forward Countify will be responsible for:
  • Year-end accounts
  • Self-Assessment

Please confirm receipt of this letter and let us know if you would prefer the information sent by post or to a secure portal. We are happy to follow up at a time convenient to you.

Yours faithfully,

Kamran Ishaq FCCA
for and on behalf of Countify
(SK and Company Accountants Ltd)
3rd Floor, St. Georges Building, 5 St. Vincent Place, Glasgow, G1 2DH
info@countify.co.uk · 07515 646845

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Authorisation:  authorises Countify to obtain the information above on their behalf and to register as their tax agent with HMRC.

Under ACCA Rulebook §3 (B5) the outgoing accountant must respond to a clearance request. We hold the letter until you give formal written authority to send it.