Sole Trader Join Us

Basic Details

Business Name
Date Business Started *
Estimated Annual Turnover
Business Description *

Contact Details

Correspondence address
Postcode
Previous Address (if less than 2 years)
Postcode
Telephone 1
Telephone 2
Mobile
Fax
Email 1 *
Email 2
Skype
Twitter
Facebook
Linkedin

Tax Details

PAYE registered
PAYE Reference
PAYE Collection Reference
PAYE District
Is payroll weekly, fortnightly or monthly?
Number Of Employees
VAT Registered
VAT Number
VAT Quarters
Does the business Buy or Sell to other EU Members
Is the business involved in imports/exports to countries outside the EU
Year End (if an existing business)

Software

Do you use software for your bookkeeping?
If yes please state which
If not would you be prepared to use software?

Services

Services Required

Payments

How would you like to pay our fees?
Please confirm that you are happy to sign up to pay us via Direct Debit (we will set this up on your behalf)
Bank Account Name
Bank Sort Code
Bank Account Number

Old Accountant

Old Accountant's Name
Old Accountant's Address
Old Accountant's Telephone Number
Old Accountant's Email Address

Referrals

How did you hear about us?
If recommended please let us know by who

Sole Trader

Title
First Name
Last Name
Informal Salutation
Date Of Birth
Marital Status
Nationality
Residential Address
Postcode
Residential Address (if you have lived in the above address for less than 3 years)
Postcode
Correspondance Address - (If different to above)
Postcode
Telephone 1
Telephone 2
Fax
Email
Tax Reference (10 digits - can be obtained from your tax office)
Tax District
National Insurance Number

Let's discuss how we can help your business

Our goal is to remove as much time and stress from the accounting and bookkeeping side of your business so that you can focus on what matters more to you.