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Sole Proprietor / Self Assessment
Contact Information
Are you including your spouse/partner on this registration form?
*
No
Yes
Your details;
Title
Mr
Mrs
Miss
Ms
Mx
Sir
Dr
Lady
Lord
Other
Name
*
Date of Birth
*
DD slash MM slash YYYY
Address
*
Phone
*
Main Email Address
*
Unique Tax Reference (UTR)
National Insurance Number
*
Spouse/partner details;
Title
Mr
Mrs
Miss
Ms
Mx
Sir
Dr
Lady
Lord
Other
Name
*
Date of Birth
*
DD slash MM slash YYYY
Address
*
Phone
*
Main Email Address
*
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
*
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
First
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
*
DD slash MM slash YYYY
Main Contact Phone
*
Address (If different home address)
Website
VAT Scheme
VAT Registered
*
Yes
No
VAT Registration Number
*
VAT Scheme
*
Please Choose
Standard
Cash Basis
Flat Rate
VAT file upload
Drop files here or
Select files
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
First
Contact Number
Bookkeeping & Payroll Software Used
Bookkeeping & Payroll Software Used
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 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
Select files
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
Select files
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
*
Full Name
Signature
*
Spouse's Name
*
Full Name
Spouse's Signature
*
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