Your Accounting Club Form
For sole traders
Client Name
First Name
Middle Name
Last Name
E-mail
example@example.com
Phone Number
Address
Street Address
Street Address Line 2
City
County
Postcode
Business Name
Where did you hear about us?
Preferred contact method
Email
Call
WhatsApp
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Bookkeeping Section
Main type of work?
e.g building, beauty therapy etc
Rough annual turnover?
e.g £50,000
How many separate income streams do you have?
e.g 1/2/3+
Rough number of business transactions per month?
e.g 50. You can find this figure on your bank statements
Number of business bank accounts you have? please include credit cards
1
2
3
4+
Personal bank account being used
Are you accounts up to date?
Yes
No, catch up fee required
Not sure
Are you VAT registered?
Yes
No
No, but will be over the threshold in the next 12 months
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If VAT registered, what scheme are you on?
Standard (Accruals)
Cash Accounting
Flat Rate
Annual Accounting
Retail scheme
Other
Not sure
None
How do you currently keep records?
E.g software such as Xero, paper copies, excel etc
We are currently a Xero only practice, please indicate your preferences
Happy to start a Xero subscription
Happy to switch from another software to Xero
Do not want to use Xero
Not sure
Are you eligible to sign up to MTD?
Yes, from April 2026
Yes, from April 2027
No
Not Sure
Payroll & CIS section
Do you have employees?
Yes
No
If yes, how many?
How often do you pay employees?
e.g weekly/monthly
Are you a CIS Contractor?
Yes
No
Not Sure
If yes, roughly how many sub-contractors do you pay per month?
How often do you pay your subcontractors?
e.g weekly, monthly
Are you a CIS subcontractor? (have CIS deducted from your pay)
Yes
No
Not sure
Services you would like Your Accounting Club to quote for
Please tick which services you would like us to quote for
Bookkeeping
VAT Returns
Payroll
CIS
MTD Quarterly submissions
Self Assessment Tax Return
Ongoing tax advice & support
Not Sure
Other (please let us know)
Any other additional information you would like to let us know
Submit
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