[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-170643-105":53,"doc-detail-170643-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","clearance-letter-client-information-requests","Clearance Letter - Client Information Requests","","Clearance letter template used when a prospective accountant or tax adviser is approached to act for a client after a specified period end date. Requests confirmation of any circumstances affecting acceptance of the engagement and, if none exist, asks the client to provide tax filings, last accounts, trial balance, tax district details, references, available tax losses, and supporting schedules. Also requests historical cost or valuation records for assets still held and details of any dealings or arrangements with taxation authorities, including an authorization letter for release of the requested information.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/clearance-letter-client-information-requests/170643/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/clearance-letter-client-information-requests/170643.png","ImageObject",442,249,{"name":88,"@type":89},"wps_ap_test_251126_0180","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/octet-stream","2026-10-19","2026-09-01",true,{"@type":98,"interactionType":99,"userInteractionCount":25},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What information should the client provide for acceptance of the appointment?","Question",{"text":108,"@type":109},"The letter asks for any known circumstances the adviser should consider and, if none apply, requests specified tax and financial documents, including returns, schedules, accounts, and supporting computations.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Which tax documents are requested in the clearance letter?",{"text":113,"@type":109},"The template requests the client’s tax file and the last six years of income/corporation tax returns and schedules submitted, including all computations and claims, plus details of any available tax losses.",{"name":115,"@type":106,"acceptedAnswer":116},"Does the clearance letter require authorization to release information?",{"text":117,"@type":109},"Yes. It states that the client encloses a letter authorising the release of the requested information to the adviser, enabling disclosure of the documents listed.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},170643,1788273693,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":25,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":125,"read_time":4},8796095027276,"https://avatar.qwps.com/avatar/d3BzX2FwX3Rlc3RfMjUxMTI2XzAxODA=","Information requests and other client admin letters – clearance letter\n\u0013 FORMTEXT \u0014Insert outgoing firm's name and address\u0015\n\u0013 FORMTEXT \u0014insert Reference\u0015\n\u0013 FORMTEXT \u0014insert Date\u0015\nDear \u0013 FORMTEXT \u0014Insert outgoing partner's name\u0015\n\u0013 FORMTEXT \u0014Insert prospective client's name \u0015\nI have recently been approached by the above named client to act as the business’s accountants/tax advisers for the period ended \u0013 FORMTEXT \u0014insert date\u0015 and thereafter.\nPlease could you inform me of any circumstances or information which you have knowledge of, which I need to consider in deciding whether or not to formally accept this appointment.\nIf there are no such circumstances that I need to be aware of, would you please supply the following information:\nThe client’s tax file or the last 6 years income/corporation tax returns and schedules submitted for the business, including all computations, and claims.\nThe last completed accounts available for the business.\nA trial balance to support the latest accounts.\nA note of the appropriate tax district and reference number.\nDetails of all tax losses available.\nAny other schedules or information, which you feel will be of assistance.\nDetails of historical cost or valuation relating to assets still held.\nDetails of any arrangements with the taxation authorities.\nFinally, I enclose a letter from the client authorising you to release the above information to me.\nThank you for your assistance in these matters.\nYours sincerely\n\u0013 FORMTEXT \u0014Insert partner name and practice name\u0015","cbCaieTJKhrbTUAW","https://ap.wps.com/l/cbCaieTJKhrbTUAW","doc",34816,"English","# Key purpose\n## Background and proposed appointment\n## Information requested from the client\n## Authorization and closing","[{\"question\":\"What information should the client provide for acceptance of the appointment?\",\"answer\":\"The letter asks for any known circumstances the adviser should consider and, if none apply, requests specified tax and financial documents, including returns, schedules, accounts, and supporting computations.\"},{\"question\":\"Which tax documents are requested in the clearance letter?\",\"answer\":\"The template requests the client’s tax file and the last six years of income/corporation tax returns and schedules submitted, including all computations and claims, plus details of any available tax losses.\"},{\"question\":\"Does the clearance letter require authorization to release information?\",\"answer\":\"Yes. It states that the client encloses a letter authorising the release of the requested information to the adviser, enabling disclosure of the documents listed.\"}]","Clearance Letter - Client Information Requests | DOC"]