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Incorporated Body / Partnership
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Incorporated Body / Partnership
Company Information
Company Name
*
Company No
*
Address
*
Main Contact Phone
*
Incorporation Date
*
DD slash MM slash YYYY
Companies House Authentication Code
Nature of Trade
*
Company Unique Tax Reference (UTR)
Website
Companies House SIC Code & Description
SIC Code
SIC Description
Add Code
Remove Code
Financial Information
Bank Provider
Sort Code
Bank Address
Estimate Current Year Turnover
Prior Year Turnover
VAT Scheme
VAT Registered
*
Yes
No
VAT Registration Number
*
VAT Scheme
*
Please Choose
Standard
Cash Basis
Flat Rate
VAT Registration Date
*
DD slash MM slash YYYY
VAT Registered Address Postcode
*
Last VAT Return Submitted Period End Date
*
DD slash MM slash YYYY
Last VAT Return Submitted Box 5 Value
*
PAYE Scheme
PAYE Scheme
*
Yes
No
PAYE Scheme Reference
*
Accounts Office Reference
*
Auto-Enrolment Name Provider
*
Auto-Enrolment Provider Reference
*
Address
Contact Name
First
Contact Phone Number
Director / Partner / Persons with Significant Control (PSC's)
How Directors / Partners / PSC''s Would You Like To Add?
1
2
3
4
5
Director / Partner Information - 1
Name
*
Full Name
Address
*
Phone
*
Date of Brith
*
DD slash MM slash YYYY
Personal Email Address
*
Work Email Address
Director Unique tax Reference (UTR)
National Insurance Number
*
Marital Status
*
Please Choose
Single
Married
Divorced
Widowed
Civil Partnership
Date of Marriage
*
DD slash MM slash YYYY
Date of Divorce
*
DD slash MM slash YYYY
Have you changed your Name
*
Yes
No
Previous Name
*
Does Director 1 Hold Shares
*
Yes
No
Share Holding (Class)
Share Holding (Qty ) / Profit Share %
*
Person with Significant Control
*
Yes
No
Holds, directly or indirectly, shares in the company.
*
Holds more than 25% and not more than 50%
Holds more than 50% and not more than 75%
Holds more than 75%
Holds, directly or indirectly, voting rights in the company.
*
Holds more than 25% and not more than 50%
Holds more than 50% and not more than 75%
Holds more than 75%
Has the right to appoint/remove, directly or indirectly, a majority of the board of directors of the company.
*
Yes
No
Director / Partner Information - 2
Name
*
First
Address
*
Phone
*
Date of Brith
*
DD slash MM slash YYYY
Personal Email Address
*
Work Email Address
Director Unique tax Reference (UTR)
National Insurance Number
*
Marital Status
*
Please Choose
Single
Married
Divorced
Widowed
Civil Partnership
Date of Marriage
*
DD slash MM slash YYYY
Date of Divorce
*
DD slash MM slash YYYY
Have you changed your Name
*
Yes
No
Previous Name
*
Does Director 2 Hold Shares
*
Yes
No
Share Holding (Class)
Share Holding (Qty) / Profit Share %
*
Person with Significant Control
*
Yes
No
Holds, directly or indirectly, shares in the company.
Holds more than 25% and not more than 50%
Holds more than 50% and not more than 75%
Holds more than 75%
Holds, directly or indirectly, voting rights in the company.
Holds more than 25% and not more than 50%
Holds more than 50% and not more than 75%
Holds more than 75%
Has the right to appoint/remove, directly or indirectly, a majority of the board of directors of the company.
*
Yes
No
Director / Partner Information - 3
Name
*
First
Address
*
Phone
*
Date of Brith
*
DD slash MM slash YYYY
Personal Email Address
*
Work Email Address
Director Unique tax Reference (UTR)
National Insurance Number
*
Marital Status
*
Please Choose
Single
Married
Divorced
Widowed
Civil Partnership
Date of Marriage
*
DD slash MM slash YYYY
Date of Divorce
*
DD slash MM slash YYYY
Have you changed your Name
*
Yes
No
Previous Name
*
Does Director 3 Hold Shares
*
Yes
No
Share Holding (Class)
Share Holding (Qty) / Profit Share %
*
Person with Significant Control
*
Yes
No
Holds, directly or indirectly, shares in the company.
Holds more than 25% and not more than 50%
Holds more than 50% and not more than 75%
Holds more than 75%
Holds, directly or indirectly, voting rights in the company.
Holds more than 25% and not more than 50%
Holds more than 50% and not more than 75%
Holds more than 75%
Has the right to appoint/remove, directly or indirectly, a majority of the board of directors of the company.
*
Yes
No
Director / Partner Information - 4
Name
*
First
Address
*
Phone
*
Date of Brith
*
DD slash MM slash YYYY
Personal Email Address
*
Work Email Address
Director Unique tax Reference (UTR)
National Insurance Number
*
Marital Status
*
Please Choose
Single
Married
Divorced
Widowed
Civil Partnership
Date of Marriage
*
DD slash MM slash YYYY
Date of Divorce
*
DD slash MM slash YYYY
Have you changed your Name
*
Yes
No
Previous Name
*
Does Director 4 Hold Shares
*
Yes
No
Share Holding (Class)
*
Share Holding (Qty) / Profit Share %
*
Person with Significant Control
*
Yes
No
Holds, directly or indirectly, voting rights in the company.
Holds more than 25% and not more than 50%
Holds more than 50% and not more than 75%
Holds more than 75%
Holds, directly or indirectly, shares in the company.
Holds more than 25% and not more than 50%
Holds more than 50% and not more than 75%
Holds more than 75%
Has the right to appoint/remove, directly or indirectly, a majority of the board of directors of the company.
*
Yes
No
Director / Partner Information - 5
Name
*
First
Address
*
Phone
*
Date of Brith
*
DD slash MM slash YYYY
Personal Email Address
*
Work Email Address
Director Unique tax Reference (UTR)
National Insurance Number
*
Marital Status
*
Please Choose
Single
Married
Divorced
Widowed
Civil Partnership
Date of Marriage
*
DD slash MM slash YYYY
Date of Divorce
*
DD slash MM slash YYYY
Have you changed your Name
*
Yes
No
Previous Name
*
Does Director 5 Hold Shares
*
Yes
No
Share Holding (Class)
*
Share Holding (Qty) / Profit Share %
*
Person with Significant Control
*
Yes
No
Holds, directly or indirectly, shares in the company.
Holds more than 25% and not more than 50%
Holds more than 50% and not more than 75%
Holds more than 75%
Holds, directly or indirectly, shares in the company.
Holds more than 25% and not more than 50%
Holds more than 50% and not more than 75%
Holds more than 75%
Has the right to appoint/remove, directly or indirectly, a majority of the board of directors of the company.
*
Yes
No
Bookkeeping & Payroll Softwares Used
Accountancy Software
Sage 200 Desktop
Sage 50 Desktop
Sage Business Cloud
Xero
Quickbooks Desktop
Quickbooks Cloud
Kashflow
Dext
AutoEntry
Sage 50 Payroll Desktop
Sage Cloud Payroll
IRIS Payroll
Xero Payroll
Quickbooks Payroll
Other
Other software used:
*
Current Accountancy Provider
Do you currently use the services of an accountant?
*
Yes
No
Accountancy Provider Company Name
*
Providers Address
*
Contact Name
*
Contact Email
*
Declaration
Declaration statement:
By completing and signing this form, you are confirming that you are authorised on behalf on the company, to provide the information entered on this form.
Name
*
Full Name
Position in Company
*
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
*
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.
*
Signature
*
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