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Template · Previous accountant
Professional Clearance Letter Template (UK, Free Download)
Standard request for professional clearance when accepting a new client appointment.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
Professional clearance is a formal request sent to the outgoing accountant to ensure there are no ethical or professional reasons preventing you from acting for a new client. It is a mandatory requirement under ICAEW/ACCA professional conduct in relation to taxation and changes in professional appointment.
Who is this sent to, and when?
- Sent to
- Previous accountant
- When to send it
- Upon client appointment
What should a professional clearance letter include?
The letter must be professional, polite, and clear, confirming your appointment and asking for necessary handover information. You should include the client's authority and request disclosure of any issues the previous accountant is aware of that you should know before accepting.
The request must confirm you have the client's authority to discuss their affairs. You must also request copies of records, tax computations, and relevant working papers required to ensure a smooth transition.
When should you send a professional clearance letter?
Send the letter immediately after you receive signed engagement terms from the new client, but before you start any formal work. [VERIFY] You must not act until the process is complete.
Though some information is now exchanged via secure portals, the formal letter remains a critical audit trail for professional conduct purposes.
Preview the template
Professional Clearance Letter Template
Professional Clearance Request
Dear [Previous Accountant Name],
We are writing to inform you that we have been appointed to act for [Client Name] (incorporating [Company Name] where applicable). We are currently in the process of finalising our engagement terms.
In accordance with the ICAEW/ACCA professional conduct in relation to taxation, we write to ask if you are aware of any
Preview shows the opening and key sections. The full editable file is free to download below.
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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?
- Failing to request explicit authority
- Sending the letter before client signs the new engagement letter
- Ignoring professional guidance on ethical threats
- Expecting information without providing authorisation
“Automation saves time and no follow-up is missed.”
Frequently asked questions
Is professional clearance mandatory?
Yes, under ICAEW/ACCA professional conduct rules, it is mandatory to communicate with the previous accountant to identify any ethical reasons not to act.
What if the previous accountant does not reply?
Follow up politely. If there is no response after a reasonable period, document your attempts and escalate if necessary, while adhering to your professional body's guidance.
Do I need to pay for handover information?
Typically, handover information is provided free of charge, though some firms may charge for significant administrative costs if extensive records are requested.
Can I use a portal for this?
While you can use a portal to exchange information, the formal clearance request should be clearly documented to show adherence to professional conduct standards.
How should I handle ethical concerns?
If the previous accountant raises concerns, you must evaluate them against your professional standards. Do not accept the appointment if you cannot overcome the ethical threat.
What records do I need?
Focus on tax history, filing status, and any outstanding disputes. Do not ask for their private working papers unless strictly necessary for ongoing compliance.
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Sources
Last updated 23 September 2026. General guidance, not regulatory advice.
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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.
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