Tool
Tell your accountant you are moving.
Fill in three lines and the letter is written. It is the only thing you write: we collect the rest.
Or see what it would cost, in a minuteYour letter
nothing you type leaves this page
Fill in the three lines and the letter can be copied. Nothing you type here leaves this page.
What we then collect, so you do not
- The last accounts filed, and the tax computations behind them
- The closing trial balance, and the ledgers behind it
- The last tax returns: Corporation Tax, or Self Assessment
- VAT returns and their workings for the last four quarters, if you are registered
- Payroll records for this tax year, if you run a payroll
- The register of equipment and other fixed assets
- Anything open with HMRC or Companies House: enquiries, payment plans, filings under way
We also ask HMRC to move the agent authorisation to us, which you approve once, and take over what is filed at Companies House.
your name your business
13 November 2026
your current accountant
Dear your current accountant,
your business: change of accountant
I have appointed JLD Accounting to act for your business, and I am writing to let you know.
Please take this letter as my authority to give JLD Accounting the information and records they ask for, and to speak to them directly about my affairs. They will write to you separately for professional clearance and for the handover information.
I would be grateful if you would reply to them within fourteen days, and tell me of any fees outstanding so that I can settle them.
Thank you for the work you have done for me.
Kind regards,
your name your business
What happens next
You send the letter from your own email. Once you have signed our engagement letter, we write to your accountant for professional clearance and collect your records from them under standard professional courtesy. You do not have to chase anything.