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Handover Letter

Discussion in 'Accounts & Finance' started by shell990shell, Mar 4, 2010.

  1. shell990shell

    shell990shell UKBF Newcomer Free Member

    Posts: 15 Likes: 0
    Evening,

    I have nearly finished my qualifications now (end of this year) and have been asked by a couple of members of my family to do their accounts for them when I am. I am looking into setting up some templates so that I am ready to go when I finish. I have drawn up template engagement letters and the like. I wonder if anyone could give me an example of a handover request? I have not seen one since I last worked in practice (it's been a while) and I know that alot of the paper documents we once requested are no longer used. Any help appreciated. I tried looking on the AAT website but I couldn't find any, which I thought was strange.

    Thanks in advance,

    Michelle
     
    Posted: Mar 4, 2010 By: shell990shell Member since: Feb 12, 2009
    #1
  2. Jenni384

    Jenni384 UKBF Newcomer Full Member

    Posts: 4,812 Likes: 1,530
    Hi Michelle
    The engagement letters etc are in the MIP area of MyAAT so until you get MIP status you can't get at them (not sure if they have a professional clearance letter though).

    PM me your email address and I will send you what we use.

    Jenni
     
    Posted: Mar 4, 2010 By: Jenni384 Member since: Oct 1, 2007
    #2
  3. MBS Accountants

    MBS Accountants UKBF Newcomer Free Member

    Posts: 55 Likes: 15
    All letters of engagement, etc are on the AAT website. They are however in a hidden section only accessible by licensed members in practice. When you apply and if you get granted a license to practice you will then be granted access to them.

    I don't believe there are any clearance letters though.

    Drop me a pm of your email address and I will send you our standard one.
     
    Last edited: Mar 4, 2010
    Posted: Mar 4, 2010 By: MBS Accountants Member since: Feb 5, 2009
    #3
  4. MBS Accountants

    MBS Accountants UKBF Newcomer Free Member

    Posts: 55 Likes: 15
    Sorry Jenni,

    You beat me to it. Well at least we said the same!
     
    Posted: Mar 4, 2010 By: MBS Accountants Member since: Feb 5, 2009
    #4