Client Onboarding & Information – FAQs

What information do you need when I join?

We’ll ask for:

• Personal and business details

• UTR and National Insurance number

• Company details (if applicable)

• HMRC authorisation to act on your behalf

• Photo ID and proof of address (AML checks)​

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What do you need for Self Assessment tax returns?

• P60s, P45s, or P11Ds

• Dividend vouchers

• Rental income and expenses

• Details of any other income

What records do I need to provide regularly?

Depending on your service, we’ll need:

• Bank statements

• Sales invoices and income records

• Expense receipts

• Details of loans, assets, or finance agreements

Digital records are preferred and required for MTD compliance.

What do VAT-registered businesses need to provide?

• VAT registration details

• VAT invoices issued and received

• VAT scheme information

• Confirmation of figures before submission

What information is needed for payroll?

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• Employee details and NI numbers

• Pay rates or salaries

• Pension details

• Timesheets or payroll changes each period​

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What are my responsibilities as a client?

• Provide information on time

• Keep records accurate

• Inform us of any changes

• Review and approve submissions before deadlines