New Client Information
Name
First Name
Last Name
Email
Phone Number
-
Area Code
Phone Number
Please choose how you would like to be contacted.
Phone
Email
Does not matter
Other
Business Details
Company Name
Company Website
Type of company
Sole Trader, Partnership, Limited Company
How many partners/directors?
Company Address
Street Address
Street Address Line 2
City
County
Postal Code
Please briefly explain what your company does
What is the level of your turnover?
Accounting Information and Needs
Please select the services that you require
Limited Company accounts preparation and submission
Corporation Tax Return preparation and submission
Confirmation Statement preparation and filing with Companies House
Preparation of Sole Trader or Partnership accounts
Preparation of Partnership Tax Return
Accounting software you use
Payroll software you use
Do you require bookkeeping and VAT services?
Yes
No
Is the business VAT registered?
Yes
No
What is the average number of sales transactions required to be processed a month?
If your sales invoices are already generated and sent from your software please enter "0".
What is the average number of transactions to be processed each month from the bank?
What is the frequency of your VAT Returns?
Monthly, quarterly or annual
What VAT scheme do you use
Accruals basis
Cash basis
Flat Rate Scheme
Partial Exemption
Other
Are payroll services required?
Yes
No
How many employees do you have?
How often will the payroll be processed?
Weekly, Fortnightly, 4-weekly, Monthly
What pension provider do you use?
Are CIS Returns required?
Yes
No
How many subcontractors do you use each month?
Do you require a self-assessment tax return?
Yes
No
If there is more than one director or partner, how many tax returns do you want us to prepare?
Please select any of these options if they will need to be included on your tax return
Employment Income
Student Loan
Dividend Income
Interest on savings and bonds
Pension Income
Property rental income
Gain from disposal of assets
Self employment income
Income from a partnership
Private pension payments
Gift aid declarations
Child benefit
Other
Other
Please let us know if there is anything else that may be relevant to your business that has not been covered by the above e.g. require more services such as management accounts, cashflow or credit control.
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