Professional Clearance (Sole Trader) icon

Professional Clearance (Sole Trader)


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

A preview of the 'Professional Clearance (Sole Trader)' templateProfessional Clearance (Sole Trader)Amend and send client request2 AutomatorsAmend and send client request belowCompletedCLIENT 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 submitted for the business, including all cCompletedClient Unique Taxpayer ReferenceCompletedDetails of any arrangements with the taxation authorities.CompletedThe last completed accounts available for the business.Ready To StartDue Today

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.

Download the Template

Download your Professional Clearance (Sole Trader) 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