# COVERING LETTER FOR ACCOUNTANCY & TAXATION SERVICES Our Reference: %CONTRACTREFERENCENO% Dear %CONTACTPERSONNAME% Engagement letter Thank you for engaging us %ACCOUNTFIRMNAME% as your accountants. I will be your main point of contact and will have primary responsibility for this assignment. This letter and the attached schedules of services together with our standard terms and conditions set out the basis on which we will act. Who we are acting for: We are acting for %CONTACTPERSONNAME% %ACTINGCLIENTNAME% only. We enclose an HMRC form 64-8 for you to sign and return to us for submission to HMRC. This authorises HMRC to communicate with us as your agent although they consider that you should still take ‘reasonable care’ over your tax affairs. If not enclosed, it is because we already have a signed 64-8 on record. Period of engagement: This engagement started on %SERVICESTARTDATE%. The first period for which we will be responsible is the period from %CURRENTACCOUNTINGYEARSTARTDATE% to %CURRENTACCOUNTINGYEARENDDATE% for a %CURRENTACCOUNTINGDURATION% months period. We will not deal with earlier years unless you specifically ask us to do so and we agree. Scope of services: We have listed below the work which you have instructed us to carry out, the detail of which is contained in the attached schedules. These state your and our responsibilities in relation to the work to be carried out. If we agree to carry out additional services for you, we will provide you with a new or amended engagement letter. Only the services which are listed in the attached schedules are included within the scope of our instructions. If there is additional work that you wish us to carry out which is not listed in the schedules, please let us know and we will discuss with you whether they can be included in the scope of our work. Fees: Our fees will be charged in accordance with our attached standard terms and conditions. Please review these to ensure you understand the basis of our charges and our payment terms. By way of summary we estimate that our annual fees will be as follows: Limitation of liability: We specifically draw your attention to paragraph 18 of our standard terms and conditions which sets out the basis on which we limit our liability to you and to others. You should read this in conjunction with paragraph 19 of our standard terms and conditions which excludes liability to third parties. There are no Third Parties that we have agreed should be entitled to rely on the work done pursuant to this engagement letter. By signing this engagement letter you confirm and warrant that the nominated director set out above is authorised on behalf of all those companies listed to give instructions and information to us on their behalf and to receive our advice and work product on behalf of those companies. Your agreement: Please confirm your agreement to the terms of this letter, the attached schedule of services and the standard terms and conditions by signing and returning one copy of this letter. Yours sincerely %SIGNATORYNAME% %SIGNATORYPOSITION% %ACCOUNTFIRMNAME% Attachments: The following schedules are applicable to this engagement letter and should be read in conjunction with it. Appendix B5: Companies Appendix B6: Payroll Appendix C: Standard Terms and Conditions Acceptance: I acknowledge receipt of your letter %CLIENTACCEPTENCEDATE%, the attached schedules of services and the standard terms and conditions which fully record the agreement between us concerning your appointment to carry out the work described in those documents.
Name: %CONTACTPERSONNAME% |
Date: %CLIENTSIGNATUREDATE% | for and on behalf of [%CLIENTNAME%]