Ask your CA for a clear handover
Make a first draft, then check it with a grown-up.
Request your authorised copies, exports, filed status and open items when changing advisers or finishing an engagement.
Where it applies: India — year, taxpayer type, regime and actual portal requirements matter
A handover letter that makes the requested files and unfinished work explicit.
Use it when you change your CA, close a project or cannot find your own filing records.
List the engagement, years and copies you need, then give a reasonable handover date.
Gather your pieces
- Identify the work and periods covered by the engagement and the documents you are authorised to receive.
- Distinguish filed documents from drafts and adviser working papers; entitlement to each item may differ.
- Use authorised access or an agreed secure delivery channel, rather than sharing a password or OTP.
Your starting text
Replace each [bracketed label] with your own verified details. Open the editor to make it yours, then read it through before sending.
Subject: Request for records and status handover Dear [Person or office], Please arrange a documented handover of the work below and the records I am authorised to receive. A clear list will help me understand what has been completed and what still needs attention. Client or authorised person: [Your name] Date: [Preparation date] Scope and periods: [Work being handed over] Requested documents and usable exports: [Documents and exports requested] Current status understood by me: [Status of the work] Relevant facts: [Relevant facts] Known open items: [Open items and dependencies] Requested handover date: [Requested reply or handover date] Specific assistance requested: [Help or action requested] For each item, please state whether it is filed, a draft, incomplete or unavailable, and provide the filing acknowledgement where applicable. Please identify missing client information, outstanding approvals and the next verified deadline. If an item cannot be supplied, please explain why and what alternative copy or summary can be provided. Let us agree a secure delivery method without exchanging login credentials. Regards, [Your name]
Your next moves
- Check the handover against a list and record missing or unreadable files.
- Ask the new adviser to verify filing status and outstanding deadlines before assuming the work is complete.
Real-world check
Original starter request. It asks for a practical handover; it does not determine ownership of every working paper, resolve a fee dispute or transfer portal authority by itself.
Sources & official links
- Income Tax Department — taxpayer services and authorised partners Authority route · Checked 6 Oct 2026
- Income Tax Department — view filed returns and acknowledgements Authority route · Checked 6 Oct 2026