Home For accounting professionals General accounting discussion
Current updates regarding coronavirus (Covid-19) and the precautions AAT are taking will be continually updated on the below page.

Please check this link for the latest updates:
We hope you are all safe and well and if you need us we will be here. 💚


Professional Enquiry letters

NicknakNicknak Just JoinedRegistered Posts: 6
Hi..

Been looking on the practice management toolkit, but can't see anything regarding handover request/professional enquiry templates and checklists.

Does anyone know if any templates or checklists are available elsewhere. I have 2 to go and wanted to double check my content.

Cheers..

Comments

  • Anne BoleynAnne Boleyn Well-Known Registered Posts: 196
    Hi
    Are these for sole traders or limited companies

    AB
  • NicknakNicknak Just Joined Registered Posts: 6
    Hi there..

    I actually have two to go, one partnership and one limited company.

    Thanks
  • Anne BoleynAnne Boleyn Well-Known Registered Posts: 196
    I can send you a copy of what I use if it's any help but it will have to be tomorrow.

    AB
  • NicknakNicknak Just Joined Registered Posts: 6
    Hi Anne,

    That would be great.. I will PM you my email address if that's OK.

    Thanks again
    Nik
Sign In or Register to comment.