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Template · Previous accountant
Handover Information Request Template (UK, Free Download)
A clear request for the specific documents and data needed for a successful client handover.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
A handover information request ensures that when you take on a new client, you have the necessary documentation, such as tax history and filings, to continue their service seamlessly. It is part of the standard professional process.
Who is this sent to, and when?
- Sent to
- Previous accountant
- When to send it
- After professional clearance is confirmed
What information should you request during a handover?
Request key tax records, previous accounts, details of outstanding filings, and any tax payment schedules.
Avoid requesting personal working papers that are not necessary for the client's ongoing compliance, as this can delay the process.
Preview the template
Handover Information Request Template
Handover Information Request: [Client Name]
Dear [Previous Accountant Name],
Following our recent communication regarding [Client Name], we would like to request the following information to ensure a smooth transition of their accounting services:
Copies of the last two years’ accounts and tax computations.
Details of any outstanding tax liabilities with HMRC.
Copies of the latest
Preview shows the opening and key sections. The full editable file is free to download below.
See it working with your own clients
A 30-minute walkthrough using your services, deadlines and templates.
Send this from Remindoo
Save it once in Remindoo and send it from there. Store the wording as an email template, then use tokens so client names, company numbers and dates fill in automatically. Send it to one client or to a filtered group with bulk client emails. For requests that repeat, pair it with automated reminders and a recurring task so it goes out every period without anyone remembering.
What are the common mistakes?
- Asking for excessive documents
- Failing to prioritise key tax records
- Not specifying the period required
- Requesting information the client already possesses
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Frequently asked questions
Is this request mandatory?
It is not a statutory requirement, but it is standard practice to request necessary information to perform your work.
What if they refuse to provide info?
If the records are legally the client's, they must be returned. If the refusal is linked to unpaid fees, refer to your professional body's guidance.
Can I receive this electronically?
Yes, electronic records are standard and preferred for efficiency.
What about payroll data?
Include a request for payroll summary data and P11D history if you are also taking over payroll services.
Should I include the client in the request?
The client should generally authorise the request but need not be copied on the technical information exchange.
Is there a specific deadline?
Request the information as soon as possible, especially if a filing deadline is approaching.
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Sources
Last updated 23 September 2026. General guidance, not regulatory advice.
Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
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“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
