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Template · Internal
Job Handover Note Template (UK, Free Download)
Smooth transitions for staff changes or leave.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
A job handover note ensures that a new team member has all the information they need to pick up a client's work without disruption.
Who is this sent to, and when?
- Sent to
- Internal Team
- When to send it
- When a staff member leaves or goes on extended leave
What makes a good handover note?
It should include current status, upcoming deadlines, and specific client quirks.
- Current status of tasks
- Upcoming deadlines (next 30 days)
- Key client contacts
- Outstanding information requests
- Specific 'gotchas' or preferences
Preview the template
Job Handover Note Template
Job Handover Note
Client: [Client Name]
Handover from: [Name]
Handover to: [Name]
Date: [Date]
1. Current Status
The [Year End] accounts are currently at the [Stage] stage.
2. Immediate Actions
Deadline: [Date] for [Task].
Chased records on [Date], still waiting for [Details].
3. Client Context
Main contact: [Name]
Preference: Prefers email over calls.
Software: Xero
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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. For engagement letters and proposals, use proposals and letters of engagement with e-signatures.
What are the common mistakes?
- Waiting until the last day
- Being too brief
- Missing key deadlines
- Not showing where files are stored
“Companies House integration onboards clients in minutes; AML scoring keeps us compliant.”
Frequently asked questions
Should it be a meeting or a document?
Both. A meeting to discuss the document is best.
How far in advance should it start?
At least two weeks before the person leaves.
What about ongoing queries?
List them all clearly with their current status.
Does this apply to short leave?
For leave over a week, a brief note is recommended.
Where should it be saved?
In the client’s main folder or CRM notes.
Who should check it?
The manager supervising the transition.
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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
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
