(X1-1)
Welcome to our
onboarding platform.
Let's get started!
Start
(X1-2)
Which best describes you presently?
Select an answer...
Director of a UK Limited company
Director of a UK Limited Personal Service company (Contractors IR35)
Director of a UK Limited construction company
Director of UK Limited Social Enterprise company
Partner in a UK Partnership
Proprietor of a Self-Employed Business
Trustee in a NonProfit Organisation
Employed
Pensioner with tax return obligations
Unemployed with tax return obligations
Back
Next
(X1-3)
Are you registered on the VAT scheme ?
Yes
No
Back
Next
(X1-4)
Would you like to be registered on the VAT scheme?
No
Yes
Back
Next
(X1-5)
Are you registered on the PAYE scheme?
Yes1
No1
Back
Next
(X1-6)
PAYE
Paye Reference
Accounts Office Reference
Back
Next
(X1-7)
Would you like to be registered on the PAYE scheme?
No
Yes
Back
Next
(X1-8)
Did you recently sell land or property and need to file a Capital Gains Tax return?
No
Yes
Back
Next
(X1-9)
Did you file a personal self-assessment tax return in the last 3 years?
No
Yes
Back
Next
(X1-10)
Income Tax
Do you have a personal Unique Tax Reference - UTR ?
No
Yes
Back
Next
(X1-11)
Income Tax
Enter your UTR
Back
Next
(X1-12)
Are you also running a self-employment business on the side?
No
Yes
Back
Next
(X1-13)
Are you claiming any state benefits?
No
Yes
Back
Next
(X1-14)
Are you drawing any pension presently?
No
Yes
Back
Next
(X1-15)
Is your company in the construction industry?
No
Yes
Back
Next
(X1-16)
Are you registered for the Construction Industry Scheme - CIS?
No
Yes
Back
Next
(X1-17)
Would you like to be registered for the CIS scheme?
No
Yes
Back
Next
(X1-18)
Which best describes you presently?
Select an answer...
Incorporate/ dissolve an entity
Registered address service
Director address service
Package plans
Starting up
Business plans
Financial modelling
Management reporting
Management consultancy
Tailored services
Back
Next
(X1-19)
Do you want to incorporate?
No
Yes
Select an entity ?
Select an answer...
Company
Charity
Social Enterprise
Back
Next
(X1-20)
Select your package plan ?
Basic
Platinum
Back
Next
(X1-21)
Select all the services you require
Select an answer...
Self assessment tax returns
VAT returns
CIS returns
CGT returns
Bookkeeping
Statutory Accounts
Confirmation Statement
Tax advisory
Payroll
Sales Invoicing
Credit Control
Inheritance tax
Tax registration
Tax Query
Other
Back
Next
(X1-22)
Please specify what other services you require
Back
Next
(X2-1)
(X2-1)Personal Details
Title
Select an answer...
Mr
Miss
Mrs
Dr
Professor
First Name
Last Name
Date of birth
Gender
Marital Status
Nationality
Back
Next
(X3-1)
(X3-1)Personal Contact Details
First line of Address
Second line of Address
City
County
Post Code
Country
Months at this address
Back
Next
(X3-1)
(X3-2)Previous Address
First line of Address
Second line of Address
City
County
Post Code
Country
Months at this address
Back
Next
(X3-3)
(X3-3)Previous Address 2
First line of Address
Second line of Address
City
County
Post Code
Country
Months at this address
Back
Next
(X3-4)
(X3-4)Previous Address 3
First line of Address
Second line of Address
City
County
Post Code
Country
Months at this address
Back
Next
(X3-5)
(X3-5)Personal Contact Details continued
Country Code
Contact Number
Contact Email
NI Number
Back
Next
(X4-1)
(X4-1)Business Background
What goods or services do you provide?
Industry
Age of business (years)
Do you sell good and services outside of UK?
How many countries do you trade with?
Projected income - current financial year (nearest £000)
Back
Next
(X4-2)
(X4-2)Business Income - Country X
Name of country
% share of income
Back
Next
