Quick Check & List Sign-Up Form

Our super quick sign up form for Self-Assessment.
Full Name*

First NameLast Name
Date of Birth*
Mobile Phone Number*
Job Title
Unique Taxpayer Reference (10 Digits)*
You will find this on any old tax return or most letters from HMRC.
Email Address*
National Insurance Number*
Postcode *
We must keep the correct information so we can complete your tax return correctly. Please answer all questions with the tax year in mind.
Were you married?

Yes
Were you paying into a personal pension?

Yes
If yes, please enter pension contributions paid by you from 6th April to 5th April.
Total amount for the year
Sources of Income: This section will highlight the topics we need to cover in your return.
Self-EmploymentUk PropertyPAYECompany PartnershipTrustsForeign IncomeState BenefitsPensionsDividendsTax Refunds/GrantsSavingsCapital GainsDisposal of Chargeable AssetsEmployment Lump SumsTax Avoidance SchemesCIS IncomeAny other income
Reliefs and Benefits Section.
Did you receive or use any of the following?

Child BenefitHave student loansDonate using Gift AidRegister BlindPay AlimonyBring forward losses from an earlier
Bank details for refunds from HMRC.
Bank Account Number
Sort Code
Bank Name (Natwest etc)
Additional Comments
Please let us know who referred you to us, we wish to thank them!
Name of referee
Do you have a friend who might wish to join Short and Sons? Confirm it is ok to give us their details, then pop their details in here for a £50 referral discount!
Name and Number/Email Address
Please send a photo of your drivers licence or other photo ID via the WhatsApp button, or via email.
Signature

Clear
Please verify that you are human*
Should be Empty: