Limited Company Join Us

Title

*First Name

*Last Name

Informal salutation

*Email Address

Email Address 2

Fax

*Company Name

*Company Number

*Business Start Date

*Business Description

*Companies House authentication code

Estimated Annual Turnover

Director 1

Director 2

Director 3

Director 4

Company Secretary

Registered Address

Registered Postcode

Correspondence Address

Correspondence Postcode

Is this address your old accountants?

*Phone Number 1

Phone Number 2

Skype

Twitter

Facebook

Who are the limited company shareholders? (Please provide name and number of shares owned)

Shareholder 1

Shareholder 2

Shareholder 3

Shareholder 4

PAYE registered?

Tax reference

PAYE reference

PAYE collection reference

PAYE district

Is payroll weekly, fortnightly or monthly?

VAT registered

VAT number

VAT quarters

How Many Employees Do You Have?

Does the business Buy or Sell to other EU Members

Is the business involved in imports/exports to countries outside the EU

Year end (if an existing business)

Do you use software for your bookkeeping?

If yes please state which

If not would you be prepared to use software?

Old Accountants Name

Old Accountants Address

Old Accountants Email

Old Accountants Phone

How did you hear about us?

If recommended please let us know by who

How would you like to pay our fees?

Monthly

Annually

Please confirm that you are happy to sign up to pay us via Direct Debit (we will set this up on your behalf)

Yes

First Name

Last Name

Date of Birth

Marital Status

Nationality

National Insurance Number

Residential Address

Residential Postcode

Previous Address

Previous Postcode

Phone Number 1

Correspondance Address

Correspondance Postcode

Phone Number 2

Email Address

Tax Reference

Tax District

First Name

Last Name

Date of Birth

Marital Status

Nationality

National Insurance Number

Residential Address

Residential Postcode

Previous Address

Previous Postcode

Phone Number 1

Correspondance Address

Correspondance Postcode

Phone Number 2

Email Address

Tax Reference

Tax District

First Name

Last Name

Date of Birth

Marital Status

Nationality

National Insurance Number

Residential Address

Residential Postcode

Previous Address

Previous Postcode

Phone Number 1

Correspondance Address

Correspondance Postcode

Phone Number 2

Email Address

Tax Reference

Tax District

First Name

Last Name

Date of Birth

Marital Status

Nationality

National Insurance Number

Residential Address

Residential Postcode

Previous Address

Previous Postcode

Phone Number 1

Correspondance Address

Correspondance Postcode

Phone Number 2

Email Address

Tax Reference

Tax District

Basic Details

Company Shareholders

Payroll & VAT

Services Required

Previous Accountant & Our Fees

Director 1

Director 2

Director 3

Director 4

Locations we cover...