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  1. Click ‘Get Form’ to open the Accountant’s Certificate in the editor.
  2. Begin by entering the account number, client’s name, and address at the top of the form. Ensure all details are accurate for processing.
  3. For sole traders or self-employed partners, complete Sections A, B, and D. For limited company directors, fill out Sections A, C, and D.
  4. In Section A, provide your business name, nature of business, and confirm if you have traded continuously over the last 12 months. Include your client's NI number and tax office reference.
  5. Section B requires income details for sole traders. Enter annual turnover and net profit for each of the last three years.
  6. If applicable, complete Section C with financial data for limited company directors including annual turnover and profit figures.
  7. In Section D, confirm if figures are finalized and provide any necessary comments on financial soundness or changes in income.

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