Partnership Client
Setup Form
Who is completing this form?
McParland Williams Staff Member
Client / Other person on behalf of client
Staff member who met client?
Partnership Name
Company Email address
Business Contact Phone Number
Business Address
*
Street Address
Street Address Line 2
Town
City/County
Postcode
Does the business has a different trading / correspondence address?
No
Yes
Trading / Correspondence Address
Street Address
Street Address Line 2
Town
City/County
Postcode
Description of trade
Partnership UTR Number
You will have a UTR number if the partnership has submitted a tax return to HMRC in the past or if the partnership has recently been registered with HMRC.
Date of the last year end accounts completed?
-
Day
-
Month
Year
Date
Date of last partnership tax return completed and submitted to HMRC?
-
Day
-
Month
Year
Date
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Partner - 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 Business Address?
Yes
No
Home Address
*
Street Address
Street Address Line 2
Town
City/County
Postcode
Personal email address (if different to business email address)
Contact Phone Number
Date of Birth
-
Day
-
Month
Year
National Insurance Number
Personal UTR 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 HMRC.
Nationality
Photo ID (Passport or Drivers Licence)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
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Next
Partner - 2
Title
Please Select
Mr
Mrs
Miss
Ms
Dr
Professor
Other
Name
First Name(s)
Last Name
Is your home address the same as the Business Address?
Yes
No
Home Address
*
Street Address
Street Address Line 2
Town
City/County
Postcode
Personal email address (if different to business email address)
Contact Phone Number
Date of Birth
-
Day
-
Month
Year
National Insurance Number
Personal UTR 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 HMRC.
Nationality
Photo ID (Passport or Drivers Licence)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Click here to add Partner 3 (if applicable)
Partner - 3
Title
Please Select
Mr
Mrs
Miss
Ms
Dr
Professor
Other
Name
First Name(s)
Last Name
Is your home address the same as the Business Address?
Yes
No
Home Address
*
Street Address
Street Address Line 2
Town
City/County
Postcode
Personal email address (if different to business email address)
Contact Phone Number
Date of Birth
-
Day
-
Month
Year
National Insurance Number
Personal UTR 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 HMRC.
Nationality
Photo ID (Passport or Drivers Licence)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Click here to add Partner 4 (if applicable)
Partner - 4
Title
Please Select
Mr
Mrs
Miss
Ms
Dr
Professor
Other
Name
First Name(s)
Last Name
Is your home address the same as the Business Address?
Yes
No
Home Address
*
Street Address
Street Address Line 2
Town
City/County
Postcode
Personal email address (if different to business email address)
Contact Phone Number
Date of Birth
-
Day
-
Month
Year
National Insurance Number
Personal UTR 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 HMRC.
Nationality
Photo ID (Passport or Drivers Licence)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Click here to add Partner 5 (if applicable)
Partner - 5
Title
Please Select
Mr
Mrs
Miss
Ms
Dr
Professor
Other
Name
First Name(s)
Last Name
Is your home address the same as the Business Address?
Yes
No
Home Address
*
Street Address
Street Address Line 2
Town
City/County
Postcode
Personal email address (if different to business email address)
Contact Phone Number
Date of Birth
-
Day
-
Month
Year
National Insurance Number
Personal UTR 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 HMRC.
Nationality
Photo ID (Passport or Drivers Licence)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Other
Services Required
Partnership Accounts
Personal Tax Return(s)
VAT Returns
Bookkeeping
Payroll
Other
Details of 'Other' services required?
Does client have a current accountant?
Yes
No
What is the name and address of the current accountant?
Quote (if not already sent via Go Proposal). Include details of any catch-up fee required.
Additional comments
Submit
Should be Empty: