Tax Return Only Client (inc Property Accounts, CGT etc)
Setup Form
Who is completing 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
Name
First Name(s)
Last Name
Home Address
*
Street Address
Street Address Line 2
Town
City/County
Postcode
Email Address (if different to company email address)
Mobile Phone Number
Landline Phone Number
Date of Birth
-
Day
-
Month
Year
Town of Birth
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 HMRC.
Nationality
Occupation
Photo ID (Passport or Drivers Licence)
Browse Files
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of
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Next
Click here to add individual - 2 (if applicable)
Title
Please Select
Mr
Mrs
Miss
Ms
Dr
Professor
Other
Name
First Name(s)
Last Name
Home Address (if different to above)
Street Address
Street Address Line 2
Town
City/County
Postcode
Email Address (if different to company email address)
Mobile Phone Number
Landline Phone Number
Date of Birth
-
Day
-
Month
Year
Town of Birth
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 HMRC.
Nationality
Occupation
Photo ID (Passport or Drivers Licence)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Click here to add individual - 3 (if applicable)
Title
Please Select
Mr
Mrs
Miss
Ms
Dr
Professor
Other
Name
First Name(s)
Last Name
Home Address (if different to above)
Street Address
Street Address Line 2
Town
City/County
Postcode
Email Address (if different to company email address)
Mobile Phone Number
Landline Phone Number
Date of Birth
-
Day
-
Month
Year
Town of Birth
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 HMRC.
Nationality
Occupation
Photo ID (Passport or Drivers Licence)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Other
Services Required
Personal Tax Returns(s)
Bookkeeping
Payroll
Property Income Accounts
Capital Gains Tax
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 Comments
Submit
Should be Empty: