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Clc accountants report 2026

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  1. Click ‘Get Form’ to open the clc accountants report in the editor.
  2. Begin by entering the CLC Body Name and Company Number as registered at Companies House. Ensure you use block capitals for clarity.
  3. List all Managers holding client money during the Accounting Period, including their full names, professional status, and license numbers.
  4. Fill in the trading names and addresses of the CLC Body. Make sure to include all relevant addresses where practice occurs.
  5. Specify the Accounting Period by entering the start and end dates, ensuring they comply with CLC Handbook definitions.
  6. Indicate any Managers who ceased or started holding client money during this period, providing their details accordingly.
  7. Complete the applicable boxes regarding compliance with requirements of the Accounts Code based on your examination findings.
  8. Finalize by filling out the Accountant’s Certificate section, confirming that all necessary documents have been reviewed and signed appropriately.

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