Initial Client Information
Enter your contact details and select the options that apply to you.
Client Legal Name
*
Mobile Number
*
-
Country Code
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Area Code
Phone Number
Email Address
*
example@example.com
Spouse / Partner Name
Please select everything that applies to you
*
Sole Trader
Limited Company
Partnership
Trust
Rental Property
How many companies do you have?
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1
2
3
4
5
How many partnerships do you have?
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1
2
3
4
5
How many trusts do you have?
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1
2
3
4
5
How many Rental Properties do you have?
Please Select
1
2
3
4
5
Declaration: I confirm the information provided is true and complete to the best of my knowledge, and I authorise Yugraj Singh Mahil Chartered Accountants Limited to use it to assess and provide relevant accounting and tax services, subject to applicable privacy and professional obligations.
Client Signature
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Signature Date
*
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Day
/
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
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