Agent access & tax registrations templates

These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services.

This package includes:

• Registering for self-assessment
• Information document, quote and next steps
• Request information
• Confirmation of application
• Registering for Partnership
• Registering for PAYE
• Information document, quote and next steps
• Request information
• Confirmation of application
• PAYE registration finalisation
• Registering for VAT
• Information document, quote and next steps
• Request for information
• Confirmation of application
• VAT registration finalisation
• Cancelling VAT registration
• Information document, quote and next steps
• Request for information
• Confirmation of application
• HMRC Agent authorisation requests
• Notice of authorisation request
• Chasing the code
• Notification of re-request
• Asking a client to authorise us for MTD VAT 
  

Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.