Sole Trader Client
Who has completed this form?
McParland Williams Staff Member
Client / Other person on behalf of client
Staff member who met client?
Title
Please Select
Mr
Mrs
Miss
Ms
Dr
Professor
Other
Client Name
First Name(s)
Last Name
Business Trading Name (if applicable)
Nature of Trade
Home Address
*
Street Address
Street Address Line 2
Town
City/County
Postcode
Tick box if you have a different trading or correspondence address?
Yes
Trading/Correspondence Address
Street Address
Street Address Line 2
Town
City/County
Postcode
Email Address
Contact Phone Number
Marital Status
Married
Single
Living with partner
Prefer not to say
Date of Birth
-
Day
-
Month
Year
Photo ID (Passport or Drivers Licence)
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Drag and drop files here
Choose a file
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National Insurance Number
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 them.
VAT Number (if applicable)
Trading Start Date
-
Day
-
Month
Year
(please use estimated date if exact date is not known)
Year End of last accounts completed?
-
Day
-
Month
Year
Last tax return completed and submitted to HMRC?
-
Day
-
Month
Year
(5 April ????)
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Other
Current accountant name and address (if applicable)
Services Required
Sole Trader Accounts
Personal Tax Return
Property Accounts
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.
Other Notes
Submit
Should be Empty: