New Client Enquiry Form

First Name *

Last Name *

Phone *

Email *

Are you a member of the Torbay Social Enterprise Network *

Yes

Type of Business *

Select One

Landlord
Self-employed
Partnership
Limited Liability Partnership
Limited Company (Trading)
Limited Company (Property Related)
Community Interest Company
Charity
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Business Name

Companies House Number

Are you registered with HMRC? *

Yes

Tax Reference

Do you use software *

Yes

Software

Select

Xero
Freeagent
Quickbooks
Sage
Other
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Other (please enter the software below)

We are required to complete a AML (anti-money laundering) check as part of our engagement with you, and therefore in advance of this please can you confirm the following.

Do you have a photo ID? *

Passport / Driving Licence

Other

Upload your photo ID

Upload here your photo ID

Address *

Postcode *

If you have an existing accountant, we will request their name and email address ready for handover, however will not contact them until you have signed our letter of engagement and notified them of the switch.

Do you have a current accountant? *

Yes

Current Accountants Name

Current Accountants Email

In addition to providing accounts and tax compliance work as standard, we also offer additional services, and if you would like us to provide these please indicate below.

If you are unsure please select Unsure and we will discuss in more detail before providing a quote.

Bookkeeping *

Select

Yes
No
Unsure
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VAT *

Select

Yes
No
Unsure
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Vat Option *

Select

Vat Review Only
Vat Preparation
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Payroll and / or CIS *

Select

Yes
No
Unsure
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Please provide your requirements

Company Secretarial *

Yes
No
Unsure
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Please provide your requirements

If you have any additional notes or information that you think is important please let us know below.