- Engagement Letter Templates
Engagement Letter Template for Service Charge Accounts (With Certification)
Stay compliant with ECTEA 2023 and Registrar Regulations with a pre-vetted engagement letter designed for Authorised Corporate Service Providers (ACSPs).
- Aligned with ECTEA 2023
- Editable Word Format
- Built for ACSP compliance
Template Content Overview
Service Charge Accounts (With Certification)
The following schedule sets out our respective responsibilities for work undertaken on the preparation and certification of your entity’s service charge accounts.Your Responsibilities
You are responsible for making available to us, as and when required, all the entity’s records and related information, including minutes of management and shareholders/owners’ meetings. You will also be responsible for:- providing us with a complete and accurate data in relation to separate service charge bank accounts and client ledger
- provide details of expenses incurred during the period for the property
- provide us with details of receivables and advances from leaseholders/owners at the end of the period
- provide us with a management confirmation letter regarding the quality and authenticity of information where requested
- provide us with the management-certified service charge accounts of the company
Our Responsibilities
We will certify the service charge accounts of the Residential Management Company (RMC) and provide the report on factual findings. Where requested, we may assist you in the preparation of service charge accounts. However, the management is responsible for providing us with the final set of management-certified accounts. We will not be carrying out any audit work as part of this assignment and, accordingly, will not verify the assets and liabilities of the entity nor the items of expenditure and income. To carry out an audit would entail additional work to comply with International Standards on Auditing (UK) so that we could report on the truth and fairness of the financial statements. We would also like to emphasise that we cannot undertake to discover any shortcomings in your systems or irregularities on the part of your employees. We will attach a report to the management-certified accounts along with our report on factual findings. The report will not constitute an audit, and no opinion will be issued.- Key Features
Everything This Template Covers
A ready-to-use engagement letter to streamline service charge account preparation and certification responsibilities.
- Clearly defines management vs. accountant responsibilities
- Pre-filled clauses for compliance with UK standards
- Non-audit scope clarification included
- Editable in Word format
- Includes factual findings reporting
- Suitable for Residential Management Companies (RMCs)
- Created for Regulated Practice
Built for ACSP Compliance Standards
Developed in line with UK residential service charge accounting requirements, this template aligns with the Companies Act and HMRC expectations.
ACCA
CIOT
CIMA
ICAEW
ATT
AAT
& Many More
- Quick Answers
FAQs to Keep You Moving
Got questions? We’ve got answers.
Key questions about preparing and certifying service charge accounts.
Does this template cover an audit?
No. It covers certification only, not an audit opinion.
Can you prepare the accounts for us?
Yes, if instructed — but management must certify the final accounts.
Does this work apply to commercial properties?
Yes, it can be adapted for commercial service charge accounts.
Will this identify fraud or errors?
No. This is not part of the engagement’s scope.
Is this template editable?
Yes. Provided in fully editable Word & PDF formats.
- Frequently Used by Teams Like Yours
Top Templates Chosen by Experts
These top-performing templates are trusted by users—refined, reliable, and ready to use.
Simplify Service Charge Certification
Get compliant, clear, and client-ready service charge account templates – fully editable and ready to use.
English (UK) 
English