Limited Company Client
Setup Form
Who is completing this form?
*
McParland Williams Staff member
Client / Other person on behalf of client
Staff member who met client?
Company Name
Company Number
Company Authentication code
This code will have been issued when the company was incorporated which allows documents to be filed online at Companies House
Company Email address
Contact Phone Number
Main Contact Address
Street Address
Street Address Line 2
Town
City/County
Postcode
Description of trade
Back
Next
Director / Shareholder (1)
Title
Please Select
Mr
Mrs
Miss
Ms
Dr
Professor
Other
Name
First Name(s)
Last Name
Is your home address the same as the main contact address?
Yes
No
Home Address
*
Street Address
Street Address Line 2
Town
City/County
Postcode
Personal email address (if different to company email address)
Contact Phone Number
Date of Birth
-
Day
-
Month
Year
National Insurance Number
Unique Tax Reference Number
You will have a UTR number if you have submitted a tax return to HMRC in the past or if you have recently registered with them.
Town of Birth
Nationality
Occupation
Shareholding
Please Select
nil
10%
20%
25%
30%
33%
40%
50%
60%
66%
70%
75%
80%
90%
100%
Photo ID (Passport or Drivers Licence)
Browse Files
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Choose a file
Cancel
of
Back
Next
Click here to add Director/Shareholder 2 (if applicable)
Director / Shareholder (2)
Title
Please Select
Mr
Mrs
Miss
Ms
Dr
Professor
Other
Name
First Name(s)
Last Name
Is the home address of the above Director/Shareholder the same as the main contact address?
Yes
No
Home Address - Director/Shareholder 2
Street Address
Street Address Line 2
Town
City/County
Postcode
Email Address (if different to company email address)
Contact Phone Number
Date of Birth
-
Day
-
Month
Year
National Insurance Number
Unique Tax Reference Number
You will have a UTR number if you have submitted a tax return to HMRC in the past or if you have recently registered with them.
Town of Birth
Nationality
Occupation
Shareholding
Please Select
nil
10%
20%
25%
30%
33%
40%
50%
60%
66%
70%
75%
80%
90%
100%
Photo ID (Passport or Drivers Licence)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Click here to add Director/Shareholder 3 (if applicable)
Director / Shareholder (3)
Title
Please Select
Mr
Mrs
Miss
Ms
Dr
Professor
Other
Name
First Name(s)
Last Name
Is the home address of the above Director/Shareholder the same as the main contact address?
Yes
No
Home Address - Director/Shareholder 3
Street Address
Street Address Line 2
Town
City/County
Postcode
Email Address (if different to company email address)
Contact Phone Number
Date of Birth
-
Day
-
Month
Year
National Insurance Number
Unique Tax Reference Number
You will have a UTR number if you have submitted a tax return to HMRC in the past or if you have recently registered with them.
Town of Birth
Nationality
Occupation
Shareholding
Please Select
nil
10%
20%
25%
30%
33%
40%
50%
60%
66%
70%
75%
80%
90%
100%
Photo ID (Passport or Drivers Licence)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Click here to add Director/Shareholder 4 (if applicable)
Director / Shareholder (4)
Title
Please Select
Mr
Mrs
Miss
Ms
Dr
Professor
Other
Name
First Name(s)
Last Name
Is the home address of the above Director/Shareholder the same as the main contact address?
Yes
No
Home Address - Director/Shareholder 4
Street Address
Street Address Line 2
Town
City/County
Postcode
Email Address (if different to company email address)
Contact Phone Number
Date of Birth
-
Day
-
Month
Year
National Insurance Number
Unique Tax Reference Number
You will have a UTR number if you have submitted a tax return to HMRC in the past or if you have recently registered with them.
Town of Birth
Nationality
Occupation
Shareholding
Please Select
nil
10%
20%
25%
30%
33%
40%
50%
60%
66%
70%
75%
80%
90%
100%
Photo ID (Passport or Drivers Licence)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Click here to add Director/Shareholder 5 (if applicable)
Director / Shareholder (5)
Title
Please Select
Mr
Mrs
Miss
Ms
Dr
Professor
Other
Name
First Name(s)
Last Name
Is the home address of the above Director/Shareholder the same as the main contact address?
Yes
No
Home Address - Director/Shareholder 5
Street Address
Street Address Line 2
Town
City/County
Postcode
Email Address (if different to company email address)
Contact Phone Number
Date of Birth
-
Day
-
Month
Year
National Insurance Number
Unique Tax Reference Number
You will have a UTR number if you have submitted a tax return to HMRC in the past or if you have recently registered with them.
Town of Birth
Nationality
Occupation
Shareholding
Please Select
nil
10%
20%
25%
30%
33%
40%
50%
60%
66%
70%
75%
80%
90%
100%
Photo ID (Passport or Drivers Licence)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Other
Services Required
Company Accounts, inc Corporation Tax Return
Personal Tax Return(s)
Payroll
VAT Returns
Bookkeeping
Confirmation Statement
Registered Office Address
Other
Details of 'Other' services required
Does client have a current accountant?
Yes
No
What is the name and address of current accountant?
Quote (if not already sent via Go Proposal). Include details of any catch-up fee required.
Other comments
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