Provide us with your tax reference codes

Hello, It’s great to have you on-board. So that we can get every thing set up for you as quickly as possible please provide us much information below as you can. This is all information required by HMRC to register as your agent.

Don’t worry If you don’t know the answer to any of the questions, we can probably get it from your old accountant, if you have one, or we if not we can ask HMRC to resend the original documents out to you.


Client Contact Information

Company Name*
Contact Name*
Preferred phone number*
Email address*

Director’s Personal Tax

Information we need to be able to submit your Income Tax Return
Have you already registered with HMRC to submit a self-assessment tax return
If no then you can ignore the rest of the questions in this section and we will do the registration for you.
   Yes
    No
This is a required question
Self-Assessment Unique Tax Reference (“UTR”) number
You will find this at the top of completed tax returns or requests to complete a tax return

Most recently completed self-assessment tax return
    2015/16 – 6 April 2015 to 5 April 2016
    2014/15 – 6 April 2014 to 5 April 2015
    2012/13 – 6 April 2013 to 5 April 2014
Home address
Leave blank if this is the same as your contact address above


Corporation Tax

Information we need to be able to submit your Corporation Tax Return

Have you already registered your company with HMRC for Corporation Tax*
If no then you can ignore the rest of the questions in this section and we will do the registration for you.
    Yes
    No
Corporation Tax Reference Number
You will find this at the top of completed tax returns or requests to complete a tax return

Most recently completed corporation tax return
    Year ending 2016
    Year ending 2015
    Year ending 2014

PAYE

Information we need to be able to submit PAYE returns
Have you already registered your company with HMRC for PAYE*
If no then you can ignore the rest of the questions in this section and we will do the registration for you.
    Yes
    No
Employers PAYE reference number
You will find this on payslips, P60s and P11D. It takes the form ‘123/A246’

Accounts Office reference number
You will find this on the bank giro payment booklet sent to you at the start of each year. It takes the form ‘123PA00123456’.


VAT

Information we need to be able to submit VAT returns
Have you already registered your company for VAT*
If no then you can ignore the rest of the questions in this section and we will talk to you about whether it is required or advantageous.
    Yes
    No
 VAT number
You will find this on your VAT certificate and it should be on all sales invoices

Most recently VAT return submitted
This is a question HMRC ask us this when we register as your agent

The figure in box 5 on your most recently submitted return (this will be the same as the amount you paid over to HMRC)
This is a question HMRC ask us this when we register as your agent

Date of registration for VAT
You will find this on your VAT certificate. This is a question HMRC ask us this when we register as your agent

Do you make sales to the EU
    Yes
    No
What VAT scheme do you use


Your previous accountant’s details

It is customary for a new accountant to request information from your previous accountant, if you had one.

Did you have an accountant before us?
    Yes
    No
Previous Accountant’s firm name

Previous Accountant’s main contact name

Previous Accountant’s email address

Previous Accountant’s postal address