Professional Clearance (Individual) icon

Professional Clearance (Individual)


Download your free Professional Clearance (Individual) template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Professional Clearance (Individual)' templateProfessional Clearance (Individual)Amend and send client request2 AutomatorsAmend and send client requestCompletedCLIENT TASKSProfessional clearance3 AutomatorsPlease find this letter attached confirming authorisation for release of the information held in this checklistCompletedThe clients tax file or the last 6 years income tax returns and schedules, including all computations, and claims.CompletedClient Unique Taxpayer ReferenceCompletedDetails of any arrangements with the taxation authorities.CompletedTransfer of any accounting software subscriptions such as Xero, QuickBooks Online, Dext or access to them to allow usReady To StartDue Today

This template is designed for process of completing professional clearance for individuals.

The work goes through the following stages:

  • Send client requests
  • Waiting for info
  • Review
  • File
  • Completed

The roles involved in completing the work are: Onboarding Specialist.

Work stages and roles are both customisable.

The template includes best practice automation to ensure it is clear:

  • Which tasks are ready to be worked on (i.e. task status)
  • What the status of work is at any time (so you can get real-time work dashboards)
  • Who is responsible for the work and tasks
  • The priority of work and tasks

The start date for the work is the date of the signed engagement letter. The due date of the work is 14 days later. The initial work assignee is the Onboarding Specialist.

Download the Template

Download your Professional Clearance (Individual) template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling