Professional Clearance (Organisation) icon

Professional Clearance (Organisation)


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

A preview of the 'Professional Clearance (Organisation)' templateProfessional Clearance (Organisation)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/corporation tax returns and schedules submitted for the business, incCompletedThe last completed accounts available for the business.CompletedA trial balance to support the latest accounts.CompletedA note of the appropriate tax district and reference number.Ready To StartDue Today

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

The work goes through the following stages:

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

The role involved in completing the work is: 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.