FORM 1 - CLIENT DETAILS AND INFORMATION

This information request form is only for new clients that we have emailed to request completion. If you have chosen a package that meets your needs or need to contact us to request further information to tailor a package to you, please get in touch using our 'Contact Us' form.

Please give us a call or drop us an email with any questions about this form. We will then get back to you.


Please refer to the email sent to aid with completion.

HMRC important reference information. We will use the information below to access your tax information with HMRC. In order to act on your behalf, we we will complete an online client authorisation request. HMRC will then send you a letter containing a unique authorisation code. Please pass this on to us as soon as you receive it to enable us to complete the registration process.The code expires 30 days after HMRC issues it so it is important we receive it promptly. Should we not be able to register you online for any reason, we will produce an 'Authorising your agent' form, known as a 64-8 from the information supplied below so we can send you a completed electronic form to sign and send back to us, or for you to sign and send directly to HMRC. The forms will only be accepted by HMRC with an ink signature and hence the need for it to be printed, signed and sent by post.

Form 1 of 5

 
 
 
 
 
 
 
 
 
 
 
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You will find this on your business tax return if you are registered for corporation tax.

If VAT registered.

You can access your VAT certificate through your HMRC Online account.

You can access your VAT certificate through your HMRC Online account.

You will find this on your payroll reports (i.e. 123/AB54321).

You will find this on your payroll reports or on the letter that HMRC sent to confirm your registration as an employer. It is a 13 character code (i.e. 321KA12345678).

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