V-Tax Consltants
V-TAX ACCOUNTANTS AND BUSINESS CONSULTANTS LIMTIED
123 Finance Street, London, EC2V 8RF | +44 (0)20 0000 0000
info@yourfirm.co.uk | www.yourfirm.co.uk | Reg. No. 00000000
Client Onboarding
Form
Limited Company & Director Assessment
Confidential
Important:
Please complete all sections in full. This form is used to set up your client file, complete required AML due diligence, and tailor our services. Information is held under UK GDPR & our Privacy Policy.
1
Personal Information
Registered & operational information · V-Tax Data
First Name:
Last Name:
Date of Birth:
NI:
Phone Number:
Email Address:
2
Address Details
Registered & operational information · V-Tax Data
Address Line:
City / Town:
Postcode:
Country:
3
Business Information (if applicable)
Registered & operational information · V-Tax Data
Business Name:
Business Start Date:
Nature of Business:
4
Tax Information
Registered & operational information · V-Tax Data
Registered for Self Assessment?
Yes
No
Do you have a UTR?
Yes
No
UTR Number:
5
VAT Information (if applicable)
Registered & operational information · V-Tax Data
VAT Registered?
Yes
No
VAT Registration Number:
VAT Registration Date:
VAT Scheme:
Standard
Flat Rate
Cash Accounting
6
Payroll Information (if applicable)
Registered & operational information · V-Tax Data
Do you have employees?
Yes
No
PAYE Reference Number:
7
Payroll Information (if applicable)
Registered & operational information · V-Tax Data
Please provide
Photo ID (Passport / Driving Licence):
Proof of Address (Utility Bill / Bank Statement):
8
Previous Accountant (if applicable)
Registered & operational information · V-Tax Data
Accountant / Firm Name:
Contact Number:
Email Address:
9
Services Required
Registered & operational information · V-Tax Data
Bookkeeping
VAT Returns
Payroll
Self Assessment
Company Accounts
Corporation Tax
Other
10
Authorisation & Declaration
Registered & operational information · V-Tax Data
I confirm that the information provided is accurate and complete.
I authorise V-Tax Accountants to act on my behalf with HMRC where required.
Full Name:
Signature:
Date: