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Workflow Templates

Professional Clearance (Sole Trader) Template

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

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Added and downloaded 71 times

AdministrationUnited Kingdom

Created by Karbon

A preview of the templateProfessional Clearance - Sole Trader (United Kingdom)Amend and send client request2 AutomatorsAmend and send client request belowCompletedYCLIENT TASKSProfessional clearance 1 AutomatorPlease find this letter attached confirming authorisation for release of the information held in this checklistCompletedBThe clients tax file or the last 6 years income tax returns and schedules submitted for the business, including all c…CompletedYClient Unique Taxpayer ReferenceCompletedNDetails of any arrangements with the taxation authorities.CompletedZThe last completed accounts available for the business.Ready To StartDue TodayQ

About this template

This template is designed to streamline the process used to complete professional clearance for sole traders.

The work goes through the following stages:

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

The role involved in completing the work is the Onboarding Specialist, and the work stages and roles are both customisable.

The template includes best practice automation to ensure the following are 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.

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How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
Sign In to Add to Karbon

Alternatively, you can

Download Professional Clearance (Sole Trader) Template

.

Karbon Practice Management

A preview of the templateProfessional Clearance - Sole Trader (United Kingdom)Amend and send client request2 AutomatorsAmend and send client request belowCompletedSCLIENT TASKSProfessional clearance 1 AutomatorPlease find this letter attached confirming authorisation for release of the information held in this checklistCompletedKThe clients tax file or the last 6 years income tax returns and schedules submitted for the business, including all c…CompletedBClient Unique Taxpayer ReferenceCompletedNDetails of any arrangements with the taxation authorities.CompletedIThe last completed accounts available for the business.Ready To StartDue TodayY

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

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A work template dashboard in Karbon displaying a client onboarding checklist.