Engagement handover note
A single format from the Internal Notes and Checklists pack. when a client moves between staff.
- 1 page
- 16
- Word and PDF
- 14 September 2026
What it covers
- 1Engagement handover notewhen a client moves between staff
Read the opening
The first part of the format, as it downloads. Blanks are highlighted.
INTERNAL HANDOVER NOTE
Client [Client's name] · From [Name of the person handing over] to [Name of the person taking over] · Effective [DD.MM.YYYY]
Where things stand. Last period closed: [Last period closed]. Returns filed to: [Period up to which returns are filed]. Next deliverable due: [Next deliverable due].
Open items. [List with ages and owners]
Escalations open with the partner. [Escalations open with the partner]
This client's peculiarities. [The honest list — how they send records, who actually answers, what they are particular about, what has gone wrong before]
Treatments agreed and why. [Anything decided by the partner that a newcomer would otherwise question or get wrong]
Where the workings live. [Depreciation, prepaid, deferred revenue, provisions, reconciliations — file names]
What I would do first if I were staying. [What I would do first if I were staying]