Enquiry / Onboarding Form
Please complete all sections ⏰ 10 minutes to complete.
About you
Please complete at least the mandatory* sections.
First Name
*
Middle Name(s)
Last Name
*
E-mail Address
*
example@example.com
Contact Number
*
How did you hear about us?
Please Select
Friend/Family
Client Referral
Search engine (Google, Bing etc.)
Instagram
Facebook
Other
What is your business type?
*
Limited Company
Self-Employed
LLP
Charity
I need help setting up!
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About your Limited Company
Please complete at least the mandatory* sections.
Company Name
*
(As on Companies House)
Company Authentication Code
(6 digit alpha-numeric code)
Company UTR
(10-digit HMRC Unique Taxpayer Reference)
HMRC Tax Office Number
(3-digit number found on same letter as UTR)
What is your estimated Annual Turnover?
(Please state figure)
Are you currently VAT Registered
*
Yes
No
Not sure
VAT Registration Number
Date of VAT Registration
/
Day
/
Month
Year
See VAT Certificate or your Government Gateway
Are you currently PAYE / Payroll Registered?
*
Yes
No
Not sure
PAYE Reference
NNN/AB12345
Accounts Office Reference
13 Character
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About the Company Director(s)
Please complete at least the mandatory* sections.
Are you a Director of the Company?
*
Yes
No
Your Individual UTR
(10-digit HMRC Unique Taxpayer Reference)
Your National Insurance Number
Do you have any other source of income?
*
Employment Income
Self-Employed Income
Property Rental Income
Capital Gains
Dividends
Other
No
Are there any other Directors of the Company?
*
Yes
No
Full Name of Additional Director
Contact Details of Additional Director
(E-mail address and contact number if known)
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About you / your Business
(For Sole Traders and Self-Employed individuals)
Business Name
*
(This is the name you trade under or your name)
Business Start Date
/
Day
/
Month
Year
(DD/MM/YYYY)
Your Individual UTR
(10-digit HMRC Unique Taxpayer Reference)
Your National Insurance Number
Your Date of Birth
/
Day
/
Month
Year
What is your estimated Annual Turnover?
(Please state figure)
Are you currently VAT Registered?
*
Yes
No
Not sure
VAT Registration Number
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Proof of ID & Proof of Address
(Tip: Download the ADOBE SCAN mobile app to scan documents via. your phone)
Photo ID
Browse Files
Drag and drop files here
Choose a file
(1 x Copy of valid Passport or UK driving licence)
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of
Proof of Address
Browse Files
Drag and drop files here
Choose a file
(1 x Utility Bill, Bank Statement, Council tax bill, UK driving licence etc.)
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of
Submit
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