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Free letter template · Word

Internship Offer Letter for Finance Intern

A finance intern offer letter is issued to a B.Com, M.Com, CA, CMA or MBA finance student joining the accounts or finance team. It outlines tasks like bookkeeping in Tally, GST and TDS working, reconciliations and MIS, and includes finance-specific controls: confidentiality of financial results, no authority to approve payments, and insider information rules for listed companies.

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Preview of the letter

[Highlighted] = fill in
[Company Logo][Company Name]

INTERNSHIP OFFER LETTER

Ref. No.:
[Reference Number]
Date:
[Date]

To,
[Candidate Name]
[Course], [College Name]
[Candidate Address]

Subject: Internship Offer – Finance and Accounts

Dear [Candidate Name],

We are pleased to offer you an internship in the Finance and Accounts department of [Company Name], [Work Location], from [Start Date] to [End Date]. You will work under [Mentor Name], [Mentor Designation].

Assignments

  • Bookkeeping and voucher entry in [Tally / ERP] in maker mode.
  • Bank, vendor and customer ledger reconciliations.
  • Supporting GST and TDS workings and data for return filing.
  • Preparing monthly MIS schedules and variance analysis.
  • Project: [Project Topic, e.g. working capital analysis].

Terms

  1. Stipend: ₹[Amount] per month, paid by the [Date] of the following month.
  2. Hours: [Timing]; extended hours may be needed around month-end or year-end closing with prior notice.
  3. No financial authority: You shall not sign cheques, approve payments, release vouchers, communicate with banks or tax authorities on the company's behalf, or commit to vendors or customers.
  4. System access: You will have limited access to assigned modules only. You shall not share login credentials or download ledgers to personal devices.
  5. Confidentiality: Financial statements, results, budgets, bank details, salaries and vendor terms are strictly confidential, during and after the internship.
  6. Insider information: If the company or its group is listed, you shall not trade in its securities or share unpublished price sensitive information that you come across.
  7. Conduct: You shall follow the company's code of conduct and POSH policy.
  8. Certificate: On completion you will receive an internship certificate and college evaluation, where required.
  9. Notice: Either party may end the internship with [Number] days' notice.

This internship does not create an employment relationship. Please submit your college ID, college letter (if required), PAN or bank details for stipend and Aadhaar (last 4 digits / masked copy), and return the signed letter by [Date].

Best wishes,

For [Company Name]
[Authorised Signatory]
Finance Controller / HR
Accepted by
[Candidate Name]
Date: [Date]

What this template includes

  • Accounting and analysis tasks
  • Stipend and duration
  • Confidentiality of financial data and unpublished results
  • No authority to sign, approve or release payments
  • ERP or Tally access limited to assigned modules
  • Certificate and college evaluation

When to use it

  • Accounts internship for commerce students
  • MBA finance summer project on budgeting or analysis
  • Internship during audit or year-end closing
  • Taxation support during GST or TDS return periods

How to customise this template

  1. 1List tasks such as bank reconciliation, vendor ledgers or GST working
  2. 2Specify the software (Tally, SAP, Zoho Books)
  3. 3Add insider trading restrictions if the company is listed
  4. 4Define the analysis project
  5. 5Set working hours around closing deadlines

HR tips

  • Give read-only or maker access, never checker access
  • Keep a reviewer for every entry passed by an intern
  • Explain unpublished price sensitive information rules for listed companies
  • Provide a clear project so the internship adds learning, not just data entry

This letter is a starting point. An internship is not employment; review financial confidentiality and insider information terms against applicable law and with a legal adviser where needed.

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Frequently asked questions

Can a finance intern pass accounting entries?+

They can prepare entries in maker mode under supervision, but a staff member should review and approve them.

Does a finance intern in a listed company need insider trading rules?+

Yes, if they may access unpublished price sensitive information. The letter should prohibit trading or sharing such information.

Is this letter suitable for CA articleship?+

No. CA articleship is governed by institute regulations; use this letter only for short internships outside articleship.

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