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- Click ‘Get Form’ to open the Accountant’s Certificate in the editor.
- Begin by entering the account number, client’s name, and address at the top of the form. Ensure all details are accurate for processing.
- For sole traders or self-employed partners, complete Sections A, B, and D. For limited company directors, fill out Sections A, C, and D.
- 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.
- Section B requires income details for sole traders. Enter annual turnover and net profit for each of the last three years.
- If applicable, complete Section C with financial data for limited company directors including annual turnover and profit figures.
- In Section D, confirm if figures are finalized and provide any necessary comments on financial soundness or changes in income.
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