Final account covering letter
Submit a reconciled final account while identifying amounts that remain disputed or reserved.
by Jack Butler-Kettle · About 2 min readShare
How to use it
Attach the actual account and evidence index. Match any reservation to the intended scope and obtain review before accepting final settlement wording.
Final account covering letter
Attach the actual account and evidence index. Match any reservation to the intended scope and obtain review before accepting final settlement wording.
Free blank template for your own project. The completed example is shown below. No email address required.
View the completed example
Completed fictional example
Westhaven refurbishment · 14 October 2026 · Version 1.0
Document details
- Project
- Westhaven refurbishment
- From
- Westhaven Interiors Ltd, commercial team
- To
- Alder Mere Projects Ltd, project commercial lead
- Date
- 14 October 2026
- Reference
- WH-54-01
Subject: proposed final account FA-01
We submit final account FA-01 for order WH-042. The proposed gross value is £221,000 excluding VAT: £200,000 original sum, £18,000 agreed changes and £3,000 unresolved additional work.
Payments received total £190,000 and retention held is £10,900. The proposed balance excluding retention is £20,100. These figures are reconciled in the attached account and payment register.
The £3,000 item CH-12 remains disputed. Please provide your itemised response and supporting records. This submission is a proposal for assessment; it does not record acceptance of a general release or settlement of unspecified claims.
The completed example uses fictional people, events and records. Replace it with your own verified information and preserve supporting evidence.
Understanding your results
The completed example uses fictional people, events and records. Replace it with your own verified information and preserve supporting evidence.
How it works
The Word file provides an unpopulated working structure to complete for your project. The completed fictional example stays on this page.
Read the related guidance for the context and checks behind this template.
If you need help preparing or reviewing the project records, our quantity surveying services explain the tasks available under a separate appointment. Agree the deliverable, responsibilities and required specialist input before work starts.