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Balance Confirmation Letter format

Request to a party to confirm the outstanding balance as per books. A ready-to-use Word template for chartered accountants in India.

When you need it

Request to a party to confirm the outstanding balance as per books. Used routinely by chartered accountants and audit firms. The client is picked from your Client Master and their details fill in automatically.

Preview of the format

Highlighted fields are variables - DocMold fills them in for each client. Formatting in the real .docx is preserved exactly.

BALANCE CONFIRMATION REQUEST Date: Date To, Party name Party address Dear Sir/Madam, In connection with the audit of the accounts of Client name for the year ended Year end date, we request you to confirm directly to us the balance of Rs. Balance amount appearing in their books as Balance nature outstanding from/to you as on As on date. If the balance stated above does not agree with your records, kindly furnish a statement of account with full particulars of the difference. Please send your reply directly to us at Firm email. Yours faithfully, For Firm name _______________________ Firm contact person Authorised Signatory Firm full address Email: Firm email Phone: Firm phone

What this format includes (13 fields)

Auto-filled from Client Master

Client name

Auto-filled from your firm profile

Firm email
Firm name
Firm contact person
Firm full address
Firm phone

You type

Date
Party name
Party address
Year end date
Balance amount
Balance nature
As on date

Generate it in DocMold

  1. Start a free workspace and add the client once.
  2. Open the Template Library and add “Balance Confirmation Letter”.
  3. Pick the client, type the remaining fields, download DOCX or PDF.

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Fee Quotation Letter

Professional fee quotation for accounting, audit and compliance services.

Income Certificate

Certificate of annual income of an individual for loans, visa or institutional purposes.

Management Representation Letter

Client management representations to the auditor, per SA 580.

NOC from Previous Auditor

Professional communication seeking no-objection from the outgoing auditor.

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