Help & Support

Request an Account Audit Report

An Audit Report gives your auditor a summary of your account information. We aim to complete all requests within 20 working days from receipt or due date.

Audit Reports are completed along with requests received from the Auditor and are only sent directly to Auditors as they’ll need this for financial reporting or audit purposes.

Before you start

Before you start

Have you sent us a Letter of Authority?

We’ll need one for each business entity before we can disclose information to an auditor.

  • Please tell us the account to take the charges from. If you don’t tell us, the charge will be taken from the first chargeable account in your request.

    Business Banking & SME

    • £25 +VAT per account, up to a maximum of 5 chargeable accounts

    Mid Corporate, Large Corporate & Financial Institutions

    • Less than 10 accounts = £25 +VAT per account
    • Between 10 and 100 accounts = £250 +VAT
    • Please ask your relationship manager for costs if you have more than 100 accounts.

For auditors – How to request an audit

By email

First, check that your client has sent us a Letter of Authority.

You’ll need to submit a separate request for accounts held with Lloyds Bank, Bank of Scotland and/or Lloyds Bank Corporate Markets.

Please tell us the account to take the charges from. If you don’t tell us, the charge will be taken from the first chargeable account in your request.

When completed, email the form to:

Bankauditrequestslloyds@lloydsbanking.com

How to access this form

Your browser may not be able to open the form. It’s best to save to your device first.

  1. Click, or tap, on the link below.
  2. Choose where to save it, for example in your downloads folder.
  3. To find it, look for filename ‘lbg_audit_request-13870’ in the folder where you saved it. Don’t try to open it from the pop up in your browser.
  4. Right click on the file and select to open with Adobe PDF reader.

Download the account audit letter form (PDF, 293KB)

  • First, check that your client has sent us a Letter of Authority.

    You’ll need to submit a separate request for accounts held with Lloyds Bank, Bank of Scotland, and/or Lloyds Bank Corporate Markets. The letter must be printed on your company letter headed paper.

    In the letter please tell us:

    • If it is a full or standard request
    • The sort code and account number for each legal entity
    • The Short ID or Deal Reference for any Treasury Deposits your client has
    • If your client reports to the stock market, the date that the letter must be issued.

    All letters must contain both of these disclaimers:

    • “This request and your response will not create any contractual or any other duty with us”
    • “Where your response to this request is provided to a third party, neither your response nor the request will create any contractual relationship or any duty with the third party”.

    Send the request to:

    Lloyds Bank PLC
    Audit Team
    PO BOX 1000
    BX2 1LB

Frequently asked questions

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