New Client Onboarding

New Client Form

Business Name & Address
Director/Partner/Owner 1
Director/Partner 2
Director/Partner 3
Director/Partner 4
Limited Company Information
PAYE Information
VAT Information
Submit

About your business

Please complete the below information to enable us to set you up on our systems

Business Name

Business Address

Address Line 1

Address Line 2

Address Line 3

City

Postcode

Director/Partner/Owner 1

Please provide details of the main contact here

First Name

Last Name

Address

Address Line 1

Address Line 2

Address Line 3

City

Postcode

Phone/Mobile

National Insurance Number

Personal Tax Reference Number (UTR)

Date of birth

Director/Partner 2

Please provide details of any further contacts here

You only need to complete if you have more than 1 director/partner

First Name

Last Name

Address

Address Line 1

Address Line 2

Address Line 3

City

Postcode

Phone/Mobile

National Insurance Number

Personal Tax Reference Number (UTR)

Date of birth

Director/Partner 3

Please provide details of any further contacts here

You only need to complete if you have more than 1 director/partner

First Name

Last Name

Address

Address Line 1

Address Line 2

Address Line 3

City

Postcode

Phone/Mobile

National Insurance Number

Personal Tax Reference Number (UTR)

Date of birth

Director/Partner 4

Please provide details of any further contacts here

You only need to complete if you have more than 1 director/partner

First Name

Last Name

Address

Address Line 1

Address Line 2

Address Line 3

City

Postcode

Phone/Mobile

National Insurance Number

Personal Tax Reference Number (UTR)

Date of birth

Limited Company Information

The details below are required if you have a limited company

Corporation Tax Reference Number (UTR)

Registered Office Postcode

Companies House Registration Number

PAYE Information

The details below are required if you have a payroll scheme

Employers PAYE Reference Number

Accounts Office Reference Number

VAT Information

The details below are required if you are VAT registered

VAT Registration Number

Principle Place of Business Postcode

Date of Registration for VAT

Final Month of Last VAT Return Submitted

Box 5 figure on Last VAT Return Submitted

HMRC Tax Accounts

Do you have a business tax account set up with HMRC? A Business Tax Account is your online HMRC account where you can manage taxes like Corporation Tax, VAT, and PAYE in one place.

Do you have a personal tax account set up with HMRC? A Personal Tax Account lets you manage your individual tax affairs online, including Self Assessment, PAYE, tax codes, and National Insurance.

THANK YOU

Thank you for completing your details

We will now get you set up on our systems

New Client Form

Business Name & Address
Director/Partner/Owner 1
Director/Partner 2
Director/Partner 3
Director/Partner 4
Limited Company Information
PAYE Information
VAT Information
Submit

About your business

Please complete the below information to enable us to set you up on our systems

Business Name

Business Address

Address Line 1

Address Line 2

Address Line 3

City

Postcode

Director/Partner/Owner 1

Please provide details of the main contact here

First Name

Last Name

Address

Address Line 1

Address Line 2

Address Line 3

City

Postcode

Phone/Mobile

National Insurance Number

Personal Tax Reference Number (UTR)

Date of birth

Director/Partner 2

Please provide details of any further contacts here

You only need to complete if you have more than 1 director/partner

First Name

Last Name

Address

Address Line 1

Address Line 2

Address Line 3

City

Postcode

Phone/Mobile

National Insurance Number

Personal Tax Reference Number (UTR)

Date of birth

Director/Partner 3

Please provide details of any further contacts here

You only need to complete if you have more than 1 director/partner

First Name

Last Name

Address

Address Line 1

Address Line 2

Address Line 3

City

Postcode

Phone/Mobile

National Insurance Number

Personal Tax Reference Number (UTR)

Date of birth

Director/Partner 4

Please provide details of any further contacts here

You only need to complete if you have more than 1 director/partner

First Name

Last Name

Address

Address Line 1

Address Line 2

Address Line 3

City

Postcode

Phone/Mobile

National Insurance Number

Personal Tax Reference Number (UTR)

Date of birth

Limited Company Information

The details below are required if you have a limited company

Corporation Tax Reference Number (UTR)

Registered Office Postcode

Companies House Registration Number

PAYE Information

The details below are required if you have a payroll scheme

Employers PAYE Reference Number

Accounts Office Reference Number

VAT Information

The details below are required if you are VAT registered

VAT Registration Number

Principle Place of Business Postcode

Date of Registration for VAT

Final Month of Last VAT Return Submitted

Box 5 figure on Last VAT Return Submitted

HMRC Tax Accounts

Do you have a business tax account set up with HMRC? A Business Tax Account is your online HMRC account where you can manage taxes like Corporation Tax, VAT, and PAYE in one place.

Do you have a personal tax account set up with HMRC? A Personal Tax Account lets you manage your individual tax affairs online, including Self Assessment, PAYE, tax codes, and National Insurance.

THANK YOU

Thank you for completing your details

We will now get you set up on our systems

New Client Onboarding

About your business

Director/Partner/Owner 1

Director/Partner 2

Director/Partner 3

Director/Partner 4

Limited Company Information

PAYE Information

VAT Information

HMRC Tax Accounts

THANK YOU

About your business

Director/Partner/Owner 1

Director/Partner 2

Director/Partner 3

Director/Partner 4

Limited Company Information

PAYE Information

VAT Information

HMRC Tax Accounts

THANK YOU

Get Smart Team