Form
Name
*
First Name
Last Name
Middle Name (if applicable
Email
*
example@example.com
Phone
Address (Individual's address)
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
*
National Insurance
*
Self Assessment UTR (if applicable: see HMRC letter or if you require us to register you for this please write 'Register' this in the box)
Corporation Tax UTR (for Limited Companies only: see HMRC letter)
Company number (Limited Companies only: can be found on the Companies House website)
Authentication code (for Limited Companies only: see Companies House Letter)
Personal Code for Director (for Limited Companies only: see email from Companies house or check your Gov.login online account, if you need help with this put 'Help' in the box)
PAYE Reference (if applicable eg 123/AB000; see HMRC letter Employers only, or write 'Register' if you would like us to register you as an Employer)
PAYE Accounts office reference (if applicable; see HMRC letter long reference Employers only)
VAT Registration Number (if applicable see HMRC VAT letter, or write 'Register' if you would like us to register you for VAT)
VAT Registration date (if applicable see HMRC VAT letter)
Government Gateway for Individual (if applicable: please do not provide any passwords, we will contact you separately for this, or write 'Register' for us to create you an account)
Government Gateway for Company (if applicable: please do not provide any passwords, we will contact you separately for this or write 'Register' for us to create you an account)
Government Gateway for VAT Making Tax Digital (if applicable: please do not provide any passwords, we will contact you separately for this or write 'Register' for us to create you an account)
Previous Accountant's details (if applicable: Name, Business name, Email and phone number)
Upload Proof of ID (Passport or Driving Licence)
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Upload Proof of Address for the individual (High street Bank statement, Utility bill dated within the last 3 months, or yearly Council tax or water bill)(*digital bank accounts, mobile phone bills, and bank account with little or no activity are not acceptable)
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Upload any letters from HMRC/ Companies House if you have these, it will help.
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Submit
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