Staff handover note, GST client

Written by the outgoing person, checked by the manager, signed by both and by the incoming person. The same format, with the firm’s own sections removed, is given to a client’s incoming professional on disengagement

Client: [Client's name] · GSTIN(s): [Client's GSTIN or GSTINs] · Outgoing: [Outgoing staff member: name and role] · Incoming: [Incoming staff member: name and role] · Effective: [Date handover takes effect]

1 — Where the client stands today