¶¶Òõ¶ÌÊÓÆµ

Employee Retention Credit Engagement Letter Template for England and Wales

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Employee Retention Credit Engagement Letter

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Employee Retention Credit Engagement Letter

"Need an Employee Retention Credit Engagement Letter for our manufacturing company with 250 employees, including success-based fee structure and specific provisions for handling multiple subsidiary companies across different UK regions, to be effective from March 2025."

Document background
The Employee Retention Credit Engagement Letter serves as the foundational document for establishing a professional services relationship in England and Wales between tax advisors and businesses seeking to claim Employee Retention Credits. This document is essential when engaging professional assistance for ERC claims, particularly in the context of COVID-19 relief measures. It outlines service scope, deliverables, client obligations, fee structures, and compliance requirements while protecting both parties' interests under UK law.
Suggested Sections

1. Service Provider Information: Details of the professional firm providing ERC services, including contact information and professional credentials

2. Client Information: Complete details of the client engaging the services, including business name, address, and contact information

3. Scope of Services: Detailed description of ERC services to be provided, including claim preparation, documentation review, and submission assistance

4. Fee Structure: Comprehensive outline of fees, payment terms, contingency arrangements if applicable, and billing procedures

5. Client Responsibilities: Specific obligations of the client including providing accurate information, required documentation, and timely responses

6. Confidentiality and Data Protection: Terms regarding handling of confidential information and compliance with UK GDPR and Data Protection Act 2018

7. Professional Standards: Commitment to professional standards, regulatory compliance, and ethical considerations

8. Limitation of Liability: Terms limiting the service provider's liability in accordance with professional standards and insurance requirements

9. Term and Termination: Duration of the engagement and conditions for termination by either party

Optional Sections

1. Multiple Entity Services: Additional terms for handling multiple related entities under the same engagement

2. International Considerations: Specific terms for clients with international operations or cross-border implications

3. Third-Party Access: Terms governing access to information by third parties such as other advisors or regulators

4. Dispute Resolution: Specific procedures for handling disputes, including mediation or arbitration provisions

Suggested Schedules

1. Fee Schedule: Detailed breakdown of all fees, charges, and payment terms

2. Required Documentation List: Comprehensive checklist of documents and information required from the client

3. Service Timeline: Expected timeline for service delivery, including key milestones and deadlines

4. Standard Terms and Conditions: General terms and conditions applicable to all professional services

5. Data Processing Agreement: Specific terms regarding data processing and protection in compliance with UK GDPR

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions


















Clauses


















Relevant Industries
Relevant Teams
Relevant Roles
Industries

Companies Act 2006: Primary UK legislation governing company and partnership law, including statutory requirements for business operations and corporate governance

Employment Rights Act 1996: Key legislation defining employment rights and obligations in England and Wales, relevant for employment-related services

Data Protection Act 2018 and UK GDPR: Legislation governing the processing and protection of personal data, essential for handling client information in professional services

Contracts (Rights of Third Parties) Act 1999: Legislation governing how third parties may enforce terms of a contract, relevant for engagement letter privity

ICAEW Regulations: Professional regulations from the Institute of Chartered Accountants in England and Wales governing professional service delivery

Money Laundering Regulations 2017: Anti-money laundering requirements for professional service providers, including client due diligence obligations

Finance Acts: Various acts implementing tax legislation and changes, relevant for tax consultation services

Limited Liability Partnership Act 2000: Legislation governing LLP structures and liability limitations for professional service firms

Consumer Rights Act 2015: Protection for consumers in service contracts, may apply if client qualifies as a consumer

Unfair Contract Terms Act 1977: Legislation controlling unfair terms in contracts, particularly relevant for liability limitations and exclusions

Supply of Services (Implied Terms) Act 1982: Legislation governing implied terms in service contracts, including standards of professional service delivery

Professional Indemnity Insurance Requirements: Regulatory requirements for maintaining professional indemnity insurance coverage for tax advisory services

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Financial Review Engagement Agreement

find out more

Engagement Letter For Prepared Financial Statements

find out more

Company Secretary Engagement Letter

find out more

Advisory Services Engagement Letter

find out more

Accounting Review Engagement Letter

find out more

Compilation Letter For Financial Statements

A formal engagement letter under English and Welsh law outlining terms for financial statement compilation services between an accountant and client.

find out more

Single Audit Engagement Letter

A formal engagement letter under English and Welsh law establishing terms between an audit firm and client for conducting audit services.

find out more

Peer Review Engagement Letter

A formal engagement letter under English and Welsh law establishing terms for conducting professional peer reviews.

find out more

Nonattest Engagement Letter

A formal agreement under English law establishing terms for professional nonattest services between a service provider and client.

find out more

Balance Sheet Only Audit Engagement Letter

A formal engagement letter under English law establishing terms for a balance sheet only audit between an audit firm and client company.

find out more

Employee Retention Credit Engagement Letter

A formal engagement agreement under English and Welsh law for professional services related to Employee Retention Credit claims assistance.

find out more

Sales Tax Audit Engagement Letter

A formal engagement letter for sales tax audit services under English and Welsh law, establishing the terms between an audit firm and client.

find out more

Engagement Letter For Outsourced Accounting Services

A formal engagement agreement for outsourced accounting services under English and Welsh law, defining the scope of services and professional relationship terms.

find out more

Compilation Letter For Personal Financial Statement

A formal letter used in England and Wales outlining the scope and limitations of personal financial statement compilation services.

find out more

Engagement Letter For Preparation Of Financial Statements

A formal agreement under English and Welsh law establishing the terms for professional financial statement preparation services between an accountant and client.

find out more

Corporate Tax Return Engagement Letter

A formal engagement agreement under English and Welsh law between a tax advisory firm and client for corporate tax return services.

find out more

Outsourced CFO Engagement Letter

A legal agreement under English and Welsh law establishing terms for outsourced CFO services, including scope, fees, and professional obligations.

find out more

Engagement Letter For Accounting And Tax Services

A formal agreement under English and Welsh law establishing the terms and conditions for providing accounting and tax services between an accounting firm and its client.

find out more

Personal Financial Statement Engagement Letter

A formal engagement letter under English and Welsh law that establishes terms for personal financial statement services between an accounting professional and individual client.

find out more

Accounting Engagement Letter

A formal agreement under English law establishing the terms of engagement between an accounting firm and its client.

find out more

Review Engagement Letter

A formal agreement under English and Welsh law establishing the terms of a limited assurance review engagement between an accounting firm and client.

find out more

Expert Engagement Letter

An engagement letter for expert services under English and Welsh law, setting out terms of appointment and compliance with CPR.

find out more

Corporate Engagement Letter

A formal document under English law establishing the terms of professional services between a service provider and corporate client.

find out more

Tax Consulting Engagement Letter

A formal engagement letter for tax consulting services under English and Welsh law, establishing the professional relationship and service terms between tax advisor and client.

find out more

Contract Engagement Letter

A formal document under English and Welsh law that establishes the terms and conditions of a professional engagement between service provider and client.

find out more

Assurance Engagement Letter

A formal agreement under English and Welsh law establishing terms for professional assurance services.

find out more

Client Disengagement Letter

A formal document under English and Welsh law used to terminate a professional service relationship with a client.

find out more

Retainer Letter

A formal engagement document under English and Welsh law establishing terms for ongoing professional services between a provider and client.

find out more

Project Engagement Letter

A formal document under English and Welsh law establishing terms and conditions for project-based engagements between service providers and clients.

find out more

Professional Services Engagement Letter

A formal agreement under English and Welsh law that establishes the terms of professional services between a provider and client.

find out more

Bookkeeping Engagement Letter

A formal agreement under English and Welsh law establishing the terms of bookkeeping services between a professional and their client.

find out more

Internal Audit Engagement Letter

A formal engagement letter under English and Welsh law that establishes the terms and scope of an internal audit assignment.

find out more

Business Engagement Letter

A formal document under English and Welsh law establishing terms of professional business services between a provider and client.

find out more

Compilation Engagement Letter

A formal engagement letter under English and Welsh law that establishes terms for financial statement compilation services between an accountant and client.

find out more

Due Diligence Engagement Letter

A formal engagement letter for due diligence services under English and Welsh law, outlining scope, terms, and professional obligations.

find out more

Consulting Engagement Letter

A formal document establishing the terms of a consulting engagement between consultant and client, governed by English and Welsh law.

find out more

Client Engagement Letter

A formal document under English and Welsh law that establishes the terms of professional services between a provider and client.

find out more

Legal Engagement Letter

A formal document under English law establishing the terms of engagement between a law firm and client.

find out more

Disengagement Letter

A formal document used in England and Wales to terminate professional services relationships and outline termination terms.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.