Sole Proprietor / Self Assessment

Contact Information

Are you including your spouse/partner on this registration form?*

No
Yes

Your details;

Title

Name*

Date of Birth*

Address*

Phone*

Main Email Address*

Unique Tax Reference (UTR)

National Insurance Number*

Spouse/partner details;

Title

Name*

Date of Birth*

Address*

Phone*

Main Email Address*

Unique Tax Reference (UTR)

National Insurance Number*

Marital Status*

Date of Marriage*

Date of Divorce*

Have you changed your Name?*

Yes
No

Previous Name*

Have you lived at your current address for less than 3 years?*

Yes
No

Previous Address*

Do you have any finance related criminal convictions?*

Yes
No

Please provide details of all criminal convictions, i.e. nature of conviction, date of conviction, etc.*

Emergency Contact Information

Emergency Contact Name

Address

Work Email Address

Personal Email Address

Mobile Phone

Home Phone

Work Phone

Trading Name

Trading Name*

Yes
No

Name of Trade*

Nature of Trade*

Commencement of Trade*

Main Contact Phone*

Address (If different home address)

Website

VAT Scheme

VAT Registered*

Yes
No

VAT Registration Number*

VAT Scheme*

VAT file upload

Drop files here or

Accepted file types: jpeg, jpg, png, pdf, Max. file size: 20 MB.

Please could you provide copies of the following
- VAT Registration Certificate
- Latest VAT return submitted to HMRC

PAYE Scheme

PAYE Scheme*

Yes
No

PAYE Scheme Reference*

Accounts Office Reference*

Auto-Enrolment Provider Name*

Auto-Enrolment Provider Reference*

Address

Contact Name

Contact Number

Bookkeeping & Payroll Software Used

Other softweare used:*

Any other information

Would you like to provide any additional information*

No
Yes

Please provide details below

Current Accountancy Provider

Do you currently use the services of an accountant?*

No
Yes

Accountancy Provider Company Name*

Address*

Contact Name*

Contact Email*

Client ID & Consent to Perform an Electronic ID Check

Identification Documents

Drop files here or

Accepted file types: jpeg, jpg, png, pdf, Max. file size: 20 MB.

Please provide one form of identification from Section A & one from Section B

Identification Documents

Drop files here or

Accepted file types: jpeg, jpg, png, pdf, Max. file size: 20 MB.

Please provide two forms of identification from Section A & two from Section B, one for each individual presented on this registration form

Identification documents accepted;

Section A - Government-issued documents with a photograph include:
- Valid passport
- Valid photocard driving licence (full or provisional)
- National Identity card (non-UK nationals)
- Firearms certificate or shotgun licence
- Identity card issued by the Electoral Office for Northern Ireland

Section B - Utility documents dated within the last 3 months:
- Bank Statements
- Credit Card Statements
- Utility Bills (Excluding Mobile Phone Bills)
- Council tax bills

Consent*

Consent to performing a soft credit check: By completing this consent form, you are providing consent for Holmes & Co Accountants Ltd to complete Electronic ID Checks using the services of credit reference agencies.*

Consent For Use of Electronic Signatures and Documents

Consent*

Consent to Electronic Signatures and Documents: By completing this consent form, you are providing electronic consent to the use of electronic documents and signatures. Specifically, you are acknowledging and consenting to the use of electronic documents, e-mail delivery of documents, and electronic signatures.*

Declaration

Consent*

I hereby confirm my acknowledgment and acceptance of the Standard Terms of Business available at www.hcaccountants.co.uk/standard-terms-of-business.*

Consent*

We hereby confirm our acknowledgment and acceptance of the Standard Terms of Business available at www.hcaccountants.co.uk/standard-terms-of-business.*

Consent*

I hereby confirm that the information provided in this form is accurate to the best of my knowledge and belief. Additionally, I consent to the collection and storage of my data by Holmes & Co Accountants Ltd, in accordance with their established data privacy policies.*

Consent*

We hereby confirm that the information provided in this form is accurate to the best of our knowledge and belief. Additionally, we consent to the collection and storage of our data by Holmes & Co Accountants Ltd, in accordance with their established data privacy policies.*

Name*

Signature*

Spouse's Name*

Spouse's Signature*

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